DCIO Regional Sales Executive

Vanguard; Scottsdale (AZ); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Vanguard seeks an experienced institutional sales professional to drive investment product sales and build strategic relationships with advisor networks in a hybrid Scottsdale environment. You will lead engagements with prospects and clients, position Vanguard solutions, and collaborate with senior leadership to expand market share.

The role requires deep product knowledge, executive presence, and the ability to travel; visa sponsorship is not available.

Qualifications

• Eight to ten years in financial services with institutional sales experience.
• CFA preferred; MBA beneficial.
• Strong knowledge of institutional investment offerings and retirement plans.

Responsibilities

• Achieves established investment product sales goals through strategic selling activities.
• Develops a strategic sales plan for assigned territory to identify new relationships.
• Partners with advisor organizations to raise awareness of Vanguard products.
• Represents Vanguard’s investment products in meetings, conferences, and media.
• Develops relationships with senior management of prospects and clients.
• Raises awareness of Vanguard investments through targeted prospecting.
• Uses market knowledge to position Vanguard products and services.
• Participates in special projects and other duties as assigned.

Skills

Executive presence

Institutional sales

Strategic selling

Relationship management

Education

Bachelor's degree

MBA / CFA preferred

Tools

Series 6 & 63

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.