Regional Institutional Sales Leader – Hybrid/Travel Ready

Archer; Dallas (TX); Hybrid; USD 110,000 - 180,000; Full time

Job summary

Vanguard, in collaboration with Archer, is seeking an accomplished institutional sales professional to expand the firm's asset base through new relationships and retention of client assets.

The role emphasizes field sales (65%) with significant travel and a strategic plan to develop advisor partnerships, leverage Vanguard capabilities, and position mutual funds and CITs to meet retirement and institutional goals.

Qualifications

• Eight to ten years financial services experience with institutional sales preferred.
• Series 6 and 63 licenses (or ability to obtain within 60 days).
• Knowledge of institutional investment offerings and retirement plan services.

Responsibilities

• Achieves investment product sales goals through strategic selling and leadership of the sales team.
• Develops a strategic sales plan for the assigned territory to identify new relationships.
• Partners with advisor organizations to raise awareness of Vanguard products (mutual funds and CITs).
• Represents Vanguard's products to prospects and clients at meetings and conferences.
• Develops relationships with senior management and identifies client needs to propose Vanguard solutions.
• Raises awareness through targeted prospecting and competitive positioning.
• Participates in special projects and other duties as assigned.

Skills

Institutional sales

Strategic selling

Executive presence

Relationship management

Education

Undergraduate degree

Master’s degree

CFA

Job description

Vanguard, in collaboration with Archer, is seeking an accomplished institutional sales professional to expand the firm's asset base through new relationships and retention of client assets.

The role emphasizes field sales (65%) with significant travel and a strategic plan to develop advisor partnerships, leverage Vanguard capabilities, and position mutual funds and CITs to meet retirement and institutional goals.