DCIO Regional Sales Executive

Archer; Dallas (TX); Hybrid; USD 110,000 - 180,000; Full time

Job summary

Vanguard, in collaboration with Archer, is seeking an accomplished institutional sales professional to expand the firm's asset base through new relationships and retention of client assets.

The role emphasizes field sales (65%) with significant travel and a strategic plan to develop advisor partnerships, leverage Vanguard capabilities, and position mutual funds and CITs to meet retirement and institutional goals.

Qualifications

• Eight to ten years financial services experience with institutional sales preferred.
• Series 6 and 63 licenses (or ability to obtain within 60 days).
• Knowledge of institutional investment offerings and retirement plan services.

Responsibilities

• Achieves investment product sales goals through strategic selling and leadership of the sales team.
• Develops a strategic sales plan for the assigned territory to identify new relationships.
• Partners with advisor organizations to raise awareness of Vanguard products (mutual funds and CITs).
• Represents Vanguard's products to prospects and clients at meetings and conferences.
• Develops relationships with senior management and identifies client needs to propose Vanguard solutions.
• Raises awareness through targeted prospecting and competitive positioning.
• Participates in special projects and other duties as assigned.

Skills

Institutional sales

Strategic selling

Executive presence

Relationship management

Education

Undergraduate degree

Master’s degree

CFA

Job description

Archer is collaborating with Vanguard to connect them with exceptional professionals for this role.

To successfully build the institutional asset base with new business relationships and support the retention of client assets. Manages assigned territory to generate investment product sales (mutual funds and CITs) with a sub-set of key account firms, regional, and local consultants, and plan sponsors with retirement plans <$1B AUA in a geographic region. Works predominantly through field sales activity (65%) as well as through electronic and telephone communication (35%).

Core Responsibilities

• Achieves established investment product sales goals through strategic selling activities. Provides leadership and guidance to other sales executives, extended sales team members (ISCs, analysts, etc.), and support staff to achieve the highest levels of performance in new business development.
• Develops a strategic sales plan for assigned territory 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 investment products (mutual funds and CITs) that will help them achieve their goals.
• Effectively represents Vanguard's investment products and broader capabilities to prospects, clients, and industry organizations in client/prospect meetings, at industry conferences, and via written, verbal and electronic media.
• 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 through targeted prospecting activities.
• Uses expertise of market and competitive environments to help position Vanguard's investment products and related 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.
• Eight to ten years financial services experience with three to five years of successful institutional sales experience preferred
• Three to five years of successful institutional sales experience preferred.
• Extensive knowledge of institutional investment offerings and/or retirement plan services and competitive landscape.
• Strong knowledge of the institutional competitive environment, preferred.
• Excellent executive presence, poise and presentation skills.
• Series 6 and 63 licenses (or ability to obtain within 60 days).

Special Factors

Frequent Travel (50%+) required.

Vanguard is not offering visa sponsorship for this position.

Special Factors

Vanguard is not offering visa sponsorship for this position.

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.