JobMesh

Executive Director UHNW/ Private Client Relationship Management- West Business

Vanguard · Scottsdale, Arizona, US

Vanguard is reshaping how it serves the most complex and sophisticated individual investors in the country. Within the firm’s Private Client Group (PCG) —the...

Job description

Vanguard is reshaping how it serves the most complex and sophisticated individual investors in the country. Within the firm’s Private Client Group (PCG) —the division dedicated to Ultra-High-Net-Worth clients—leadership is seeking a proven executive to take the helm of the West Region , based in Scottsdale, Arizona . This is a rare, high-visibility role at a pivotal moment. Vanguard’s UHNW business is evolving—rethinking its service model, deepening client advocacy, and expanding its footprint with some of the largest self-directed investors in the firm’s ecosystem. The leader who steps into this seat will inherit a tenured, highly specialized team of Relationship Managers and Executives managing multi-billion-dollar books of business, and will be expected to elevate both the client experience and the team’s strategic impact across the enterprise. This is not a maintenance role. It is a mandate to lead transformation—blending deep client relationship instincts with operational rigor, cross-functional influence, and the kind of enterprise thinking that positions a region as a model for the broader business. Lead a Premier Advisory Team: - Serve as a leader of leaders for a team of A...