Job Description

Identifies, builds, and develops new business opportunities for Vanguard. Assists in the ongoing retention of key accounts. Develops sales skills and product knowledge. Covers smaller or less complex prospects and/or accounts independently. Assists more senior sales executives and managers with larger and complex prospects and/or accounts.

Core Responsibilities

• Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
• Supports sales relationships and independently plans and executes for material segments. Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics.
• Develops a strategic sales plan for a specific territory and/or target client segment to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
• Effectively presents Vanguard's investments capabilities and services to prospects, clients, consultants and industry organizations through written, verbal, and electronic media.
• Develops strong relationships with senior and executive management of prospect and client organizations. Drives results by raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities. Prospect activities may include cold calling, face-to-face meetings, targeted mailings, hosting seminars, and attendance at industry conferences.
• Implements long term relationship growth strategies for key territory prospects. Covers smaller or less complex prospects and/or accounts independently. Assists more senior sales executives and managers with larger and complex prospects and/or accounts.
• Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
• Develops knowledge of regulatory environment and ensures that Vanguard operates in compliance with applicable regulations.
• Collaborates and provides insight and direction to internal partners.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Five years related experience. Three years of sale experience preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFA preferred.
• Does not require regulatory license and/or registration

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.