Key Account Associate - Broking and Private Wealth

About Vanguard  

More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.   

Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation 

Our team & Opportunity 

As part of our Financial Adviser Services (FAS) team, FAS are dedicated to supporting our client’s investment decision making process and connecting them to Vanguard's broad suite of investment products, tools and services. We do this through our experienced team which sits across Key Accounts,  Regional Sales Executives, Sales Specialists, Adviser Offer, and Sales Enablement 

As a Key Account Analyst, you will identify, build, and develop new business opportunities for Vanguard, as well as the assistance of ongoing retention and growth of key accounts across the Broking and Private Wealth channel.  Additionally, you will assist the National Account Managers with larger and complex prospects, partnerships and/or accounts. You will also support the Head of Listed Markets in the overall development of the Channel sales strategy, firm level data on APLs and Models and help drive the overall client engagement strategy of the channel through events and targeted email campaigns leveraging Vanguard’s investment insights and products aligned to client needs. Your analytical skills will help you organise and drive client campaigns and understand the ETF product landscape across Vanguard and competitor products.

Duties and Responsibilities 

• Contribute to the development of panel strategy and activity with panel partners to increase NCF and maintain assets across all based on segmentation model to grow share of wallet.  

• Promote Vanguard’s portfolio construction philosophy, investment beliefs and products to advisers. 

• Collaborate on the national firm and channel level strategy on relevant sales opportunities to leverage insights and successes. 

• Collaborate with internal stakeholders (i.e., Marketing, ISG, and Product to obtain support to deliver on client requirements. 
• Work with the Investment product team to share client insights as well as bring Vanguard product insights to clients through face to face meetings, events and email.

• Partner with senior sales and leaders to develop expertise and understanding of the market and competitive environments to help position Vanguard's services appropriately. 

• Participates in special projects and perform other duties as assigned. 

Qualifications 

• Undergraduate degree or equivalent combination of training and experience. Study towards a CFA or other post graduate qualification would be supported.

• Minimum of three years client contact or sales experience is preferred as a Business Development Associate, Dealers Assistant, Associate Adviser or similar role.  

• Completion of RG146. 

• Proven ability to successfully develop strong working relationships. 

• Solid technical and product knowledge fund management offerings. Solid knowledge of the intermediary competitive environment. 
• Good with data, analytics and ability to bring this to life through presentations would be highly desirable.

• Clear, confident and persuasive presentation and communication style. 

• Excellent verbal and written communication skills 

Inclusion Statement 

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.” 

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values. 

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose. 

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.