West Coast Senior Institutional Investment Sales Executive

Vanguard; Scottsdale (AZ); Hybrid; USD 180,000 - 280,000; Full time

Job summary

Vanguard in Scottsdale, AZ is seeking a seasoned Institutional Sales Executive to own a portfolio of high-priority strategic accounts. You will develop relationships with executive buyers, identify enterprise opportunities, and lead complex investment sales engagements across DC, DB, corporate, and other institutional assets.

You will coordinate with cross-functional teams, drive pipeline quality, and forecast progression while maintaining senior-level accountability for results.

Qualifications

• Undergraduate degree or equivalent combination of training and experience. Master's degree, CFA, and/or other relevant advanced professional credentials preferred.
• Ten+ years of financial services or institutional investment experience, including substantial success in institutional sales or business development.
• Proven record of developing and closing large, complex institutional investment opportunities and creating senior-level relationships.

Responsibilities

• Achieves institutional investment sales goals by originating, developing, and closing opportunities across a defined portfolio of high-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 sophisticated institutional buyers and positions Vanguard's capabilities to meet complex needs.
• Creates new opportunities and develops whitespace, leveraging relationships beyond inbound searches.
• Leads complex sales processes including prospecting, RFI/RFP activity, and negotiations through implementation.
• Orchestrates Vanguard resources to deliver an integrated approach for strategic accounts and manages pipeline quality and forecasting.

Skills

Executive relationship management

Institutional sales

Strategic account planning

Negotiation

Cross-functional coordination

Education

Bachelor's degree or equivalent

MBA or CFA preferred

Tools

CRM systems

RFI/RFP processes

PowerPoint/Presentations

Job description

Vanguard in Scottsdale, AZ is seeking a seasoned Institutional Sales Executive to own a portfolio of high-priority strategic accounts. You will develop relationships with executive buyers, identify enterprise opportunities, and lead complex investment sales engagements across DC, DB, corporate, and other institutional assets.

You will coordinate with cross-functional teams, drive pipeline quality, and forecast progression while maintaining senior-level accountability for results.