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Business development associate director

Metepec, Méx
Vanguard
Business developer
Publicada el Publicado hace 2 hr horas
Descripción

We're seeking a business development associate director to drive growth across our wealth business in mexico, partnering with key intermediaries including asset managers, private banks, independent advisors, family and multi-family offices, and digital platforms.this is a highly client-facing role focused on developing and deepening strategic relationships with medium to high-value clients across both metro and non-metro markets.you'll act as a trusted advisor, leveraging your knowledge of capital markets and vanguard's products to deliver tailored solutions, generate new business, and strengthen long-term partnerships.success in this role requires strong sales acumen, relationship management expertise, and the ability to translate complex investment strategies into meaningful client outcomes.this hybrid role (in office tues-wed-thurs) is based in mexico city, mxresponsibilitiesown and execute a strategic sales plan to drive new business and retention, aligned with vanguard's values and code of ethicsgrow awareness and adoption of vanguard's products and services through targeted prospecting and client engagement (calls, meetings, seminars, conferences)build, manage, and expand relationships with intermediaries by understanding their business models, client needs, and investment philosophyserve as a trusted advisor—matching client goals with appropriate vanguard solutions and delivering timely, relevant insightsdevelop deep expertise in capital markets, industry trends, and vanguard offerings to effectively position solutions with clients and prospectslead client meetings, presentations, and educational events to strengthen relationships and generate actionable sales opportunitiesutilize virtual tools and in-person engagement to effectively reach clients across diverse geographic marketscollaborate with internal sales partners and support teams to deliver a seamless client experiencecontribute to special projects and broader business initiativesqualifications5+ years of relevant experience, including at least 1 year in a sales or client-facing rolebachelor's degree or equivalent experience; advanced degree preferredproven ability to build and manage client relationships and drive business growthstrong understanding of financial markets and investment productsexcellent communication, presentation, and influencing skillsnice to haveprogress toward or completion of mba, cfa, or cimamib certification (investment strategies advisor – series 210)how we workvanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.we believe our mission-driven and highly collaborative culture is a critical enabler to support long‐term client outcomes and enrich the employee experience.
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