This is a highly client-facing role focused on developing and deepening strategic relationships with medium to high-value clients across both metro and non-metro markets. You’ll act as a trusted advisor, leveraging your knowledge of capital markets and Vanguard’s products to deliver tailored solutions, generate new business, and strengthen long-term partnerships. Success in this role requires strong sales acumen, relationship management expertise, and the ability to translate complex investment strategies into meaningful client outcomes.
**This Hybrid role (in office Tues-Wed-Thurs) is based in Mexico City, MX**
Responsibilities:
- Own and execute a strategic sales plan to drive new business and retention, aligned with Vanguard’s values and Code of Ethics
- Grow awareness and adoption of Vanguard’s products and services through targeted prospecting and client engagement (calls, meetings, seminars, conferences)
- Build, manage, and expand relationships with intermediaries by understanding their business models, client needs, and investment philosophy
- Serve as a trusted advisor—matching client goals with appropriate Vanguard solutions and delivering timely, relevant insights
- Develop deep expertise in capital markets, industry trends, and Vanguard offerings to effectively position solutions with clients and prospects
- Lead client meetings, presentations, and educational events to strengthen relationships and generate actionable sales opportunities
- Utilize virtual tools and in-person engagement to effectively reach clients across diverse geographic markets
- Collaborate with internal sales partners and support teams to deliver a seamless client experience
- Contribute to special projects and broader business initiatives
Qualifications:
- 5+ years of relevant experience, including at least 1 year in a sales or client-facing role
- Bachelor’s degree or equivalent experience; advanced degree preferred
- Proven ability to build and manage client relationships and drive business growth
- Strong understanding of financial markets and investment products
- Excellent communication, presentation, and influencing skills
Nice to Have:
- Progress toward or completion of MBA, CFA, or CIM
- 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
- 5+ years of relevant experience, including at least 1 year in a sales or client-facing role
- Bachelor's degree or equivalent experience; advanced degree preferred
- Proven ability to build and manage client relationships and drive business growth
- Strong understanding of financial markets and investment products
- Excellent communication, presentation, and influencing skills
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.
