DCIO Regional Sales Executive

Vanguard Group; Farmers Branch (TX); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Vanguard Group in Texas seeks an experienced Institutional Sales Executive to lead strategic plans, develop relationships with advisor organizations, and drive adoption of Vanguard investment products.

This role requires 8–10 years in financial services, 3–5 years in institutional sales, Series 6/63 licenses, and willingness to travel ~50%. Vanguard offers a hybrid work model and collaborative culture.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Master’s degree and/or CFA preferred.
• 8–10 years financial services experience with 3–5 years institutional sales experience preferred.
• Extensive knowledge of institutional investment offerings and retirement plan services.
• Strong knowledge of the institutional competitive environment.
• Excellent executive presence, poise and presentation skills.
• Series 6 and 63 licenses (or ability to obtain within 60 days).

Responsibilities

• Achieves established investment product sales goals through strategic selling activities.
• Leads and guides other sales executives, ISCs, analysts, and support staff to high performance.
• Develops a strategic sales plan for the assigned territory to identify new business relationships.
• Partners with advisor organizations to raise awareness of Vanguard products.
• Represents Vanguard products to prospects, clients, and industry organizations.
• Develops strong relationships with senior management of prospect and client organizations.
• Raises awareness of Vanguard investments through targeted prospecting.
• Uses market knowledge to position Vanguard offerings; participates in special projects.

Skills

Institutional sales leadership

Executive presence

Strategic selling

Education

Undergraduate degree

Master’s degree / CFA preferred

Tools

Series 6 licenses

Series 63 licenses

Job description

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.

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.