DCIO Regional Sales Executive

Vanguard; Malvern (Chester County); Ibrido; USD 130.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work model

Descrizione del lavoro

Vanguard in Malvern, PA seeks a senior Institutional Sales executive to drive investment product sales and lead the extended sales team. You will guide ISCs, analysts, and support staff to exceed new business development goals and develop a strategic territory plan leveraging Vanguard capabilities.

The role partners with advisor organizations to raise awareness of Vanguard mutual funds and CITs, representing Vanguard to prospects, clients, and industry groups.

Competenze

• Undergraduate degree or equivalent.
• Master's degree and/or CFA preferred.
• Eight to ten years financial services experience with three to five years of institutional sales experience preferred.
• Extensive knowledge of institutional investment offerings and retirement plan services.
• Series 6 and 63 licenses (or ability to obtain within 60 days).

Mansioni

• Achieves established investment product sales goals through strategic selling activities.
• Provides leadership to sales executives, ISCs, analysts, and support staff.
• Develops a strategic sales plan for the assigned territory to identify new relationships.
• Partners with advisor organizations to raise awareness of Vanguard products.
• Represents Vanguard's investment products to prospects, clients, and industry organizations.
• Develops relationships with senior management of prospect and client organizations.
• Raises awareness of Vanguard's investments through targeted prospecting activities.
• Participates in special projects and other duties as assigned.

Conoscenze

Executive presence

Strategic selling

Relationship building

Presentation skills

Leadership

Formazione

Bachelor's degree

Master's degree / CFA preferred

Strumenti

Series 6 & 63 licenses

Descrizione del lavoro

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.