DCIO Regional Sales Executive

The Vanguard Group, Inc.; Malvern (Chester County); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Vanguard Group in Malvern, PA is seeking an experienced institutional sales leader to drive investment product sales and build strategic relationships with advisors and clients, including senior management teams. The role requires strong presentation skills and an ability to position Vanguard solutions among competition.

Candidates should have an undergraduate degree with advanced credentials such as CFA preferred and Series 6/63 licenses.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Master’s degree and/or CFA preferred.
• Eight to ten years financial services experience with three to five years of successful institutional sales experience preferred.
• Extensive knowledge of institutional investment offerings and/or retirement plan services and competitive landscape.

Responsibilities

• Achieves established investment product sales goals through strategic selling activities.
• Provides leadership to sales executives and extended team to achieve new business development.
• Develops a strategic sales plan for assigned territory to identify new business relationships.
• Partners with advisor organizations to drive awareness and acceptance of Vanguard investment products.
• Represents Vanguard's products to prospects, clients, and industry groups in meetings and events.
• Develops relationships with senior and executive management of client organizations.
• Identifies client needs and proposes Vanguard solutions.
• Raises awareness of Vanguard investments through targeted prospecting activities.
• Uses market knowledge to position Vanguard products and services.
• Participates in special projects and other duties as assigned.

Skills

Institutional sales

Executive presence

Relationship building

Presentation skills

Strategic planning

Education

Bachelor's degree

Master’s degree

CFA (preferred)

Series 6 & 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.

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. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.