Business Development Associate Director
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, MX
Responsibilities:
- Own and execute a strategic sales plan to drive new business and retention, aligned with Vanguard's values and Code of Ethics
- Grow 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 philosophy
- Serve as a trusted advisor-matching client goals with appropriate Vanguard solutions and delivering timely, relevant insights
- Develop deep expertise in capital markets, industry trends, and Vanguard offerings to effectively position solutions with clients and prospects
- Lead client meetings, presentations, and educational events to strengthen relationships and generate actionable sales opportunities
- Utilize virtual tools and in-person engagement to effectively reach clients across diverse geographic markets
- Collaborate with internal sales partners and support teams to deliver a seamless client experience
- Contribute to special projects and broader business initiatives
Qualifications:
- 5+ years of relevant experience, including at least 1 year in a sales or client-facing role
- Bachelor's degree or equivalent experience; advanced degree preferred
- Proven ability to build and manage client relationships and drive business growth
- Strong understanding of financial markets and investment products
- Excellent communication, presentation, and influencing skills
Nice to Have:
- Progress toward or completion of MBA, CFA, or CIM
- AMIB Certification (Investment Strategies Advisor - Series 210)
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How We Work
Vanguard 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.
Perks and Benefits
Health and Wellness
- FSA
- HSA
- Health Reimbursement Account
- Fitness Subsidies
- On-Site Gym
- HSA With Employer Contribution
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Mental Health Benefits
- Virtual Fitness Classes
- Pet Insurance
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
Office Life and Perks
- Company Outings
- Commuter Benefits Program
- Casual Dress
- Happy Hours
- Snacks
- Some Meals Provided
- On-Site Cafeteria
Vacation and Time Off
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Volunteer Time Off
- Leave of Absence
Financial and Retirement
- Relocation Assistance
- Performance Bonus
- 401(K) With Company Matching
- 401(K)
- Financial Counseling
- Profit Sharing
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Tuition Reimbursement
- Internship Program
- Lunch and Learns
- Leadership Training Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
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