To be primarily responsible for new business development of ETF and SP5 - Relationship Management with key distribution channels in Canada.
Duties and Responsibilities
- Develops, maintains and broadens relationships by thoroughly understanding the philosophy and dynamics of the organization and acts as a trusted adviser/consultant in matching needs with Vanguard products and services.
- Achieves sales and sales activity goals within the spirit of Vanguard's Code of Ethics.
- Raises awareness of Vanguard's ETFs and related services and delivers key Vanguard messages through targeted prospecting activities including but not limited to; cold-calling, direct mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences.
- Develops a high level of expertise related to the capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a trusted adviser to client and prospective clients, and positions Vanguard products and services effectively.
- Responsible for reporting sales activities to support Vanguard Unmatchable Excellence programs.
- Leads/participates in other projects/duties as assigned.
Qualifications
- Undergraduate degree or equivalent combination of experience and training.
- Minimum five years financial services industry and sales experience.
- Superior oral and written communication skills.
- Demonstrated executive presence, poise, and presentation skills.
- Ability to work independently and adapt quickly and resourcefully to changing situations while traveling for business.
- Excellent relationship management skills.
- Thorough knowledge of investments and competitive environment. Familiarity with Vanguard a plus.
- Good working knowledge of PC and MS Office software. Understanding of CRM systems.
Special Factors
Travel of 80%+ required.
Vanguard is not offering visa sponsorship for this position.
Vanguard welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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.
Top Skills
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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