Broker Dealer Sales Executive, Senior Professional

Generates new relationships and broadens existing relationships with distributors, advisors, and other intermediaries in the Broker Dealer channel through targeted in-territory sales activities in major metropolitan marketplaces.

BD Wires Mega Territory

Los Angeles, CA

New York, New York

Core Responsibilities

Achieves established sales and retention goals, partnering with senior sales executives and internal sales consultants within a shared mega territory. Implements a strategic sales plan to efficiently surface and deepen business relationships, and drive territory sales results.

Drives sales results by raising awareness of Vanguard's investments, products, and related services. Delivers key Vanguard messages through targeted prospecting activities including cold-calling, direct email campaigns , face-to-face meetings, client seminars, and attendance at national and regional industry conferences. Client and prospect interaction is primarily through in-person contact.

Generates new relationships and broadens existing relationships in a Broker Dealer channel’s major metro location primarily through in-person communication. Seeks and understands the philosophy, preferences, and dynamics of the intermediary and their client base. Acts as a trusted advisor / consultant in matching client needs with Vanguard products and services. Educates clients on Vanguard product offerings.

Demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a credible resource to clients and prospects and to effectively position Vanguard products and services.

Hosts in-person meetings and presents Vanguard products at client seminars, educational opportunities, and other events. Builds credibility of Vanguard products and services, establishes durable relationships, and generates actionable sales ideas.

Partners with and supports major metro field sales and key account sales executives as needed.

Participates in special projects and performs other duties as assigned.

Qualifications

Five years related work experience. Three years of sales experience required.

Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Progress towards MBA, CFA, CIM preferred.

This job requires a regulatory license and / or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.

Salary Range :

$85,000.00 - $140,000.00