Executive Director UHNW/ Private Client Relationship Management- West Business

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 Arizona-based Relationship Managers and Executives who advise Vanguard's most complex individual investors-clients with significant, multi-faceted wealth management needs.
• Coach and develop a highly specialized crew, setting the bar for client advocacy, retention, relationship depth, and growth across multi-billion-dollar books of business.
• Own the full P&L and performance trajectory for the West Region, with direct accountability for offer penetration, client retention, and new business development.
Shape Client & Business Strategy
• Meet directly with key clients and high-value prospects to deepen and secure the firm's most important relationships-bringing a hands-on, trust-based approach to business development at the highest tier.
• Partner with senior leaders across Business Development, Wealth Planning, AWM Support & Operations, and cross-site teams to drive coordinated strategies that serve the evolving needs of UHNW investors.
• Identify market trends, competitive shifts, and emerging client expectations-and translate those insights into actionable improvements to Vanguard's service model and value proposition.
Drive Enterprise Impact
• Serve as business lead or sponsor for key cross-functional initiatives-including teaming models, performance reporting, product strategy, and practice management enhancements.
• Influence and contribute to the development, implementation, and evolution of Vanguard's UHNW service model at the enterprise level.
• Go deep on process and methodology complexity to unlock technology, operational, and workflow improvements that enable the team to deliver at the highest level.