Vanguard has an exciting new Sales Strategist opening in our Financial Advisor Services team. Empower your aligned sales executive with data-driven insights about the book of business and direct client engagement to drive growth. Analyze market trends, identify opportunities, and provide strategic recommendations to optimize sales. Leverage investment expertise (particularly in fixed income) to strengthen client relationships and influence decisions. Ideal candidates are strategic thinkers with strong client engagement and organizational savviness.
Responsibilities
- Strategizes directly with sales professionals and/or sales managers to inform and promote the sales strategy and growth objectives. Anticipates and identifies client needs. Analyzes prospect opportunities using complex quantitative and qualitative analysis.
- Researches prospects and conducts market research and analysis of competitors. Demonstrates and develops an expert understanding of capital markets, asset management, and the financial services industry.
- Interprets, analyzes, organizes, and presents sales data to senior leaders to enable informed decision making and optimize sales activities and growth objectives. Incorporates deep competitive intelligence of the industry and product lines to provide the most sophisticated and informed recommendations.
- May partner with crew focused on RFP/RFI engagements to provide accurate and understandable sales data.
- Provides guidance and analysis of the markets, territories, client needs and utilization, and prospect opportunities to develop and advance the strategic sales business plan.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Five years related work experience. Two years of sales experience preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- CFA, CIMA, CFP or Graduate degree 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.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests.
Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind.
Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets.
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