Senior Sales Executive

Vanguard; Xico; Híbrido; MXN 1,275,000 - 1,641,000; Jornada completa

Descripción de la vacante

A leading financial services firm in Mexico is seeking a Senior Specialist to drive sales results by establishing and nurturing client relationships. This role involves both virtual and in-person interaction, requiring a strong sales background and expertise in capital markets. Candidates should have a minimum of five years of experience, with three years in sales, along with an undergraduate degree. The firm offers a hybrid working model to foster flexibility and collaboration.

Formación

• Five years of related work experience.
• Three years of sales experience required.
• Requires regulatory license and or registration (e.g., FINRA).

Responsabilidades

• Generate new client relationships and broaden existing ones.
• Implement and drive a strategic sales plan.
• Educate clients on Vanguard product offerings.

Conocimientos

Sales experience

Client relationship management

Understanding of capital markets

Educación

Undergraduate degree or equivalent

Graduate degree preferred

Descripción del empleo

Broker Dealer Hybrid Sales, Senior Specialist - US Offshore

Our mission starts with you!

This role will be responsible for generating new client relationships and broadening existing ones with distributors, advisors, and other intermediaries across a variety of channels: broker dealers, RIAs, and private banks, while driving sales results by raising awareness of Vanguard's investments, products, and related services.

Responsibilities

• In this role you will…
• Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics.
• Implements a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
• Drives sales results by raising awareness of Vanguard's investments, products, and related services.
• Delivers key Vanguard messages through targeted prospecting activities including cold‑calling, direct mail campaigns, face‑to‑face meetings, client seminars, and attendance at national and regional industry conferences.
• Client and prospect interaction is a combination of virtual and in‑person contact.
• Generates new relationships and broadens existing relationships in the Broker‑Dealer channel using a combination of electronic and in‑person communication.
• Seeks and understands the philosophy, preferences, and dynamics of the intermediary and their client base.
• Acts as a trusted advisor/consultant in matching client needs with Vanguard products and services.
• Educates clients on Vanguard product offerings.
• Demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments.
• Utilizes this expertise, along with product knowledge, to be a credible resource to clients and prospects and to effectively position Vanguard products and services.
• Hosts in‑person meetings and presents Vanguard products at client seminars, educational opportunities, and other events.
• Builds credibility of Vanguard products and services, establishes durable relationships, and generates actionable sales ideas.
• Leverages virtual technology to create a more personal experience and reach clients and prospects in metro and non‑metro geographic locations.
• Partners with and supports field sales and key account sales executives as needed.
• Manages time spent on opportunities and determines whether contact should be in person or virtual.
• Leverages virtual technology to engage clients and prospects not otherwise serviced by field sales executives.
• Understands and tracks key drivers of business to plan best methods of contact.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Five years related work experience.
• Three years of sales experience required.
• Undergraduate degree or equivalent combination of training and experience.
• Graduate degree preferred.
• Progress towards MBA, CFA, CIM preferred.
• Requires regulatory license and or registration (e.g. FINRA, state, SFC).

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.