Job Summary
This role supports sales growth objectives by providing sales strategy insights, competitive intelligence, and data‑driven analysis. The Specialist partners with sales professionals and managers to assess market opportunities, optimize sales execution, and inform territory and prospect strategies. By translating complex data into clear insights, this role enables informed decision making and improved sales performance.
Core Responsibilities
Partners with sales professionals and sales managers to support sales strategy and growth objectives through quantitative and qualitative analysis of client and prospect opportunities.
Conducts competitive and market research to identify trends, risks, and opportunities across industry and product lines. Builds and applies working knowledge of capital markets, asset management, and the financial services industry.
Analyzes, interprets, and organizes sales and market data; prepares summaries, reports, and presentations to support sales leaders’ decision making.
Provides analytical support related to markets, territories, client utilization, and prospect prioritization to inform sales execution and planning activities.
Supports RFP and RFI engagements by contributing accurate and understandable sales data and analysis.
Identifies opportunities to improve sales effectiveness and execution by highlighting insights, patterns, and areas of opportunity.
Participates in special projects and performs other duties as assigned.
Qualifications
Five years related work experience. Two years of sales analysis experience preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
CFA, CIMA, or Graduate degree preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
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
- Five years related work experience
- Two years of sales analysis experience preferred
- Undergraduate degree or equivalent training
- Graduate degree preferred
- CFA, CIMA, or Graduate degree preferred
- Regulatory license and/or registration (e.g. FINRA) required
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.
