Regional Institutional Sales Executive — 50% Travel & Impact

Vanguard Group; Malvern (Chester County); Híbrido; USD 150.000 - 210.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Institutional sales

Executive presence

Relationship building

Presentation skills

Strategic planning

Educación

Bachelor's degree

Master’s degree

CFA (preferred)

Series 6 & 63 licenses

Descripción del empleo

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.