Senior Small Market Virtual Sales Specialist - Vangurd Workplace Solutions
To successfully build the institutional asset base with new business relationships and support the retention of client assets. Manages assigned territory to generate new relationships and broaden existing relationships with distributors, advisors, and other intermediaries in the Retirement Plan landscape and maximizes Vanguard asset capture for 401k clients with $0-$50M in assets under management. Works predominantly through electronic and telephone communication (90%) as well as limited field sales activity (10%).
Core Responsibilities
Achieves established sales and retention goals through strategic selling activities. Provides leadership and guidance to other sales executives, extended sales team members, and support staff to achieve the highest levels of performance in new business development.
Develop a strategic sales plan to efficiently identify new, quality business relationships and leverage Vanguard capabilities for maximum success.
Partners with advisor organizations to raise awareness and drive acceptance of Vanguard solutions that will help them achieve their goals.
Effectively represents Vanguard's investments and services to prospects, clients, and industry organizations in client/prospect meetings, at industry conferences, and via written, verbal and electronic media.
Leverages vendor partnership to deliver 401k plan solutions to prospective clients.
Develops strong relationships with senior and executive management of prospect and client organizations. Effectively identifies prospect/client needs and proposes appropriate Vanguard solutions.
Raises awareness of Vanguard's investments and services through targeted prospecting activities.
Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
Participates in special projects and performs other duties as assigned.
Qualifications
Undergraduate degree or equivalent combination of training and experience. Master’s degree and/or Chartered Financial Analyst (CFA) preferred.
Three to five years financial services experience with at least two years of successful institutional sales experience preferred. Up to 25% travel is required.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Series 7 and Series 63 required.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
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.