Operating in a hybrid coverage model, the Sales Executive balances high impact virtual engagement with targeted in person client activity, partnering closely with a Business Development Associate to deliver a seamless and differentiated client experience. As a trusted advisor, this role represents Vanguard’s investment philosophy, capabilities, and commitment to client outcomes while navigating a dynamic regulatory and competitive landscape.
**This Hybrid Role (in office Tues Wed Thurs) is based in Mexico City, MX**
Responsibilities:
- Achieve established sales growth and client retention goals through disciplined execution of the end‑to‑end institutional sales process.
- Manage and grow relationships within assigned Mexican institutional client segments, owning planning, execution, and follow‑through for medium to high‑value clients.
- Develop and execute a strategic sales plan for the Mexican institutional market, identifying new opportunities and aligning Vanguard capabilities to client needs.
- Serve as a trusted partner to clients, prospects, consultants, and industry stakeholders by clearly articulating Vanguard’s investment philosophy, products, and services through in‑person, virtual, written, and digital channels.
- Build strong, senior‑level relationships within client and prospect organizations, increasing awareness of Vanguard through targeted outreach, meetings, conferences, and industry events.
- Independently cover less complex prospects and accounts while collaborating with senior sales leaders on larger or more complex institutional relationships.
- Leverage knowledge of market trends, client needs, and competitive dynamics to effectively position Vanguard’s solutions.
- Maintain a strong understanding of the Mexican regulatory environment and ensure all activities align with applicable laws, regulations, and Vanguard’s Code of Ethics.
- Partner closely with internal stakeholders to share market insights, coordinate client support, and continuously improve the client experience.
- Contribute to special projects and broader business initiatives as needed.
Education & Experience:
- Bachelor’s degree or equivalent combination of education, training, and experience required; advanced degree preferred.
- Approximately five years of relevant professional experience, including at least three years in institutional or intermediary sales, relationship management, or a related financial services role.
- Demonstrated ability to develop senior‑level client relationships and deliver measurable sales and retention outcomes.
- CFA designation preferred.
Special Factors:
- AMIB Figure 3 license required or must be obtained within an agreed‑upon timeframe.
- Role requires periodic in‑person client meetings and attendance at industry events within Mexico.
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
- Bachelor's degree or equivalent combination of education, training, and experience
- Approximately five years of relevant professional experience
- At least three years in institutional or intermediary sales or relationship management
- CFA designation preferred
- AMIB Figure 3 license required or must be obtained
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.
