In this role, you’ll provide critical operational, analytical, and client support to internal sales executives and relationship managers, and external clients as needed. You’ll be a key contributor to day-to-day sales activity, helping drive efficiency, client engagement, and overall business growth.
**This Hybrid role (in office Tues-Wed-Thurs) is based in Mexico City, MX**
Responsibilities:
- Support the sales team by maintaining and auditing client and prospect data, ensuring accuracy and completeness across systems
- Conduct research and provide insights on financial markets, investment products, and industry trends
- Coordinate follow-ups for sales executives and respond to medium-complexity client and prospect inquiries
- Provide day-to-day tactical and analytical support to help sales teams maximize client engagement
- Assist with planning and execution of sales meetings, events, and logistics; track and report on key metrics
- Partner with sales teams to enhance client relationship management and identify opportunities to improve outcomes
- Outline pros/cons of potential solutions to support client and business decision-making
- Contribute to special projects and broader team initiatives
Qualifications:
2+ years of relevant experience in sales support, business development, or financial services
Bachelor’s degree or equivalent combination of education and experience
Strong analytical, organizational, and communication skills
Interest in financial markets and investment products
Nice to Have:
Progress toward CFA designation
AMIB Certification (Investment Strategies Advisor – Series 210)
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.
Skills Required
- 2+ years of relevant experience in sales support, business development, or financial services
- Bachelor's degree or equivalent combination of education and experience
- Strong analytical, organizational, and communication skills
- Interest in financial markets and investment products
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
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. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
