Identifies, builds, and develops new business opportunities for Vanguard. Assists in the ongoing retention of key accounts. Develops sales skills and product knowledge. Covers smaller or less complex prospects and / or accounts under general supervision. Assists more senior sales executives and managers with larger and complex prospects and / or accounts.
* Core Responsibilities
* Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
* Supports smaller to mid-sized sales relationships (in the Broker Dealer / RIA / Bank & Institutional channel) and plans executes for material segments under general guidance of more senior sales executives or sales managers. Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics.
* Develops a strategic sales plan for a specific territory and / or target client segment to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
* Drives results by raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities. Prospect activities may include cold calling, face-to-face meetings, targeted mailings, hosting seminars, and attendance at industry conferences.
* Develops, maintains, and broadens relationships with prospects and client organizations. Gathers thorough understanding of the philosophy and dynamics of the prospects and client organizations.
* Acts as a trusted adviser to prospects and clients and positions Vanguard products and services effectively.
* Develops knowledge of regulatory environment and ensures that Vanguard operates in compliance with applicable regulations.
* Collaborates and provides insight and direction to internal partners.
* Participates in special projects and performs other duties as assigned.
* Qualifications
* Three years related experience. Prior sales experience preferred.
* Undergraduate degree or equivalent combination of training and experience.
* Does not require regulatory license and / or registration
* Fluent Italian and English language skills required, Spanish advantageous
* Special Factors
* Vanguard is not offering visa sponsorship for this position
* About Vanguard
We are Vanguard. Together, we’re changing the way the world invests.
For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose—and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let’s make it count.
* Inclusion at Vanguard
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally, employees are referred to as crew), and communities is guided by one simple statement : “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose
* Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
#J-18808-Ljbffr