Regional Institutional Sales Leader - Hybrid

Vanguard; Malvern (Chester County); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

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.

Qualifications

• 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).

Responsibilities

• 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.

Skills

Executive presence

Strategic selling

Relationship building

Presentation skills

Leadership

Education

Bachelor's degree

Master's degree / CFA preferred

Tools

Series 6 & 63 licenses

Job description

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.