Senior West Coast Institutional Investments Executive

Vanguard Group; Oakland (CA); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Vanguard Group is seeking a Large Market Direct Sales Executive in Investments on the West Coast. You will own a portfolio of strategic accounts, drive growth, and lead complex institutional sales engagements across DC, DB, corporate, and other institutional assets.

You will coordinate with Key Account Consultant Sales, Consultant Relations, Recordkeeping Sales, and other Vanguard partners to deliver an integrated approach.

Qualifications

• Undergraduate degree or equivalent combination of training and experience. Master’s degree, CFA, and/or other relevant advanced professional credentials preferred.
• Ten or more years of financial services or institutional investment experience, including success in institutional sales or related areas.
• Proven record of developing and closing large, complex institutional opportunities with sophisticated organizations.
• Demonstrated ability to engage with C-suite and senior institutional decision-makers.

Responsibilities

• Achieves significant institutional investment sales goals by originating, developing, and closing complex opportunities across Vanguard’s high-priority strategic accounts.
• Owns the strategy and commercial development of assigned strategic accounts, creating multi-year plans to deepen relationships and grow share of wallet.
• Develops senior and executive-level relationships with sophisticated institutional buyers and decision-makers; positions Vanguard’s capabilities to meet needs.
• Creates new opportunities and whitespace, building relationships and demand beyond inbound opportunities.
• Develops broad institutional relationships across DC, DB, corporate and other asset pools to address client needs.
• Leads complex cross-functional sales processes including RFI/RFP activity, negotiations, and implementation.
• Orchestrates Vanguard resources around strategic accounts with investment specialists, recordkeeping, and sales partners.
• Maintains pipeline quality, progression, and forecasting; identifies next steps and barriers.
• Provides leadership to coach and develop other sales professionals and share market intelligence.

Skills

Executive presence

Negotiation

Communication skills

Cross-functional leadership

Strategy development

Relationship building

Education

Bachelor's degree or equivalent

Master’s degree, CFA, or credentials preferred

Job description

Vanguard Group is seeking a Large Market Direct Sales Executive in Investments on the West Coast. You will own a portfolio of strategic accounts, drive growth, and lead complex institutional sales engagements across DC, DB, corporate, and other institutional assets.

You will coordinate with Key Account Consultant Sales, Consultant Relations, Recordkeeping Sales, and other Vanguard partners to deliver an integrated approach.