Senior West Coast Institutional Investments Executive

Vanguard Group; Scottsdale (AZ); Hybrid; USD 180,000 - 260,000; Full time

Job summary

Vanguard Group in Scottsdale, AZ is seeking a Large Market Direct Sales Executive, Investments, West to drive growth in institutional assets. You will own a defined portfolio of strategic accounts, develop multi-year plans, and lead senior-level engagements with large institutional buyers and decision-makers.

The role requires 10+ years in financial services or institutional investment, with a proven ability to close large opportunities and manage cross-functional teams.

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 substantial demonstrated success in institutional sales, business development or complex strategic relationship management.
• Proven record of developing and closing large, complex institutional investment opportunities and establishing new relationships with sophisticated institutional organizations.
• Demonstrated success establishing credibility and relationships with C-suite, investment committee and other senior institutional decision-makers.

Responsibilities

• Achieves significant institutional investment sales goals by originating, developing, and closing complex opportunities across a defined portfolio of Vanguard’s highest-priority strategic accounts.
• Owns the strategy and commercial development of assigned strategic accounts, establishing multi-year account plans designed to deepen relationships, create new opportunities, and increase Vanguard’s institutional share of wallet.
• Develops senior and executive-level relationships with sophisticated institutional buyers and decision-makers, identifies their strategic priorities, and positions Vanguard’s investment capabilities against complex organizational needs.
• Creates new opportunities and develops institutional whitespace, proactively building relationships and demand rather than relying on searches, RFPs, or inbound opportunities.
• Leads complex institutional sales processes, including strategic prospecting, relationship development, RFI/RFP activity, searches, finals and negotiations through decision and implementation.

Skills

C-suite relationships

Executive presence

Strategic account planning

Complex sales

Negotiation skills

Education

Bachelor's degree or equivalent

Master’s degree, CFA or similar credentials

Series 7 and 63 licenses

Job description

Vanguard Group in Scottsdale, AZ is seeking a Large Market Direct Sales Executive, Investments, West to drive growth in institutional assets. You will own a defined portfolio of strategic accounts, develop multi-year plans, and lead senior-level engagements with large institutional buyers and decision-makers.

The role requires 10+ years in financial services or institutional investment, with a proven ability to close large opportunities and manage cross-functional teams.