Senior BD Lead, Financial Intermediaries – Mexico City

Vanguard Group; Ciudad de México; Hybrid; MXN 900,000 - 1,300,000; Full time

Job summary

Vanguard Group in Mexico City seeks a sales professional to develop and manage relationships with asset managers, private banks, and independent advisors. The role will blend electronic and in-person engagement to meet revenue goals and expand Vanguard's footprint across Mexico.

The ideal candidate will have 5+ years in sales, a related undergraduate degree (Graduate degree preferred), and familiarity with Mexico's wealth management ecosystem.

Qualifications

• Five years related work experience.
• One-three years of sales experience required.
• Undergraduate degree or equivalent combination of training and experience.
• Graduate degree preferred.
• MBA, CFA, CIM preferred.
• Does not require regulatory license and/or registration AMIB 210 series (serie 3) preferred.

Responsibilities

• Achieves established sales and retention goals within Vanguard's Code of Ethics.
• Implements a strategic sales plan to identify quality new business relationships.
• Drives sales by raising awareness of Vanguard's investments, products, and services.
• Delivers Vanguard messages through prospecting activities including cold-calling, mail, meetings, and seminars.
• Hosts in-person meetings and presents Vanguard products at client seminars and events.
• Leverages virtual technology to reach clients mainly in Mexico City, with some activity in Guadalajara and Monterrey.

Skills

Sales experience

Relationship building

Prospecting

Client seminars

Education

Undergraduate degree

Graduate degree preferred

MBA/CFA/CIM preferred

Job description

Vanguard Group in Mexico City seeks a sales professional to develop and manage relationships with asset managers, private banks, and independent advisors. The role will blend electronic and in-person engagement to meet revenue goals and expand Vanguard's footprint across Mexico.

The ideal candidate will have 5+ years in sales, a related undergraduate degree (Graduate degree preferred), and familiarity with Mexico's wealth management ecosystem.