West Coast Institutional Sales Leader

Archer; Oakland (CA); Híbrido; USD 180.000 - 240.000; Tempo integral

Resumo da vaga

Vanguard seeks a Large Market Direct Sales Executive, Investments, West to drive growth in institutional assets by nurturing top-priority strategic relationships and whitespace opportunities. You will own a defined portfolio of named accounts and lead complex investment sales engagements.

You will build executive-level relationships across DC, DB, corporate and other institutional assets, coordinating with cross-functional teams to win multi-year deals and expand Vanguard’s share of wallet in

Qualificações

• Ten+ years in financial services or institutional investment with success in institutional sales/business development/relationship management.
• Proven record closing large, complex institutional investment opportunities with sophisticated organizations.
• Credibility with C-suite, investment committees and senior institutional decision-makers.
• Knowledge of institutional investment markets, retirement plans, investment products, and competitive landscape.
• Strong understanding of mutual funds, CITs and broader institutional investment structures.
• Ability to originate opportunities and develop business in long-cycle relationships.
• Executive presence, judgment, negotiation, presentation, and communication skills.
• Advanced strategic account planning, opportunity management, and commercial execution.
• Lead cross-functional teams and influence senior stakeholders without direct authority.
• Demonstrated leadership and coaching of other sales professionals.
• Series 7 and 63 licenses, or ability to obtain within 60 days.

Responsabilidades

• Achieves institutional investment sales goals by originating, developing, and closing complex opportunities across Vanguard’s highest-priority strategic accounts.
• Owns strategy and commercial development of assigned strategic accounts with multi-year plans to deepen relationships and increase share of wallet.
• Develops senior-level relationships with institutional buyers and decision-makers and positions Vanguard’s capabilities against client needs.
• Creates new opportunities and whitespace by proactively building relationships and demand beyond searches or inbound opportunities.
• Develops relationships across DC, DB, corporate and other asset pools where Vanguard can address client needs.
• Leads complex institutional sales processes including prospecting, RFI/RFP, searches, final steps and negotiations.
• Coordinates Vanguard resources to deliver an integrated approach across teams.

Conhecimentos

Executive presence

Negotiation

Presentation skills

Communication skills

Strategic account planning

Relationship management

Cross-functional collaboration

Sales leadership

Opportunity management

Commercial execution

C-suite engagement

Formação

Undergraduate degree

Master’s degree / CFA preferred

Descrição da vaga

Vanguard seeks a Large Market Direct Sales Executive, Investments, West to drive growth in institutional assets by nurturing top-priority strategic relationships and whitespace opportunities. You will own a defined portfolio of named accounts and lead complex investment sales engagements.

You will build executive-level relationships across DC, DB, corporate and other institutional assets, coordinating with cross-functional teams to win multi-year deals and expand Vanguard’s share of wallet in