Sales Executive, Strategic Accounts

Reposted 2 Days Ago
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Frankfurt am Main, Hessen
In-Office
Mid level
Fintech
The Role
The Sales Executive identifies and develops new B2B opportunities, manages key accounts, and supports sales activities in the DXO Channel while achieving sales targets.
Summary Generated by Built In
We are looking for a Sales Executive to broaden and deepen B2B coverage in the DXO Channel (DXO = Digital & Execution-Only). The Sales Executive identifies, builds, and develops new business opportunities for Vanguard. The role involves leveraging existing sales expertise and product knowledge to support the retention of key accounts.

Bringing Vanguard’s mission to life

At Vanguard we strive to take a stand for all investors, to treat them fairly and give them the best chance for investment success. That’s our mission statement, and we live and breathe it every single day. In Europe, as we pursue our mission, we are guided by our three enduring business objectives: to deliver superior client outcomes, earn a risk-adjusted return, and create an environment where all crew can thrive.

We are looking for a Sales Executive to broaden and deepen B2B coverage in the DXO Channel (DXO = Digital & Execution-Only). The Sales Executive identifies, builds, and develops new business opportunities for Vanguard. The role involves leveraging existing sales expertise and product knowledge to support the retention of key accounts. The candidate will independently manage a portfolio of accounts and also support senior sales executives and managers in handling larger and more complex prospects.

Core Responsibilities

  • Achieves sales and retention targets within the spirit of Vanguard's Code of Ethics by actively managing all relevant activities across the sales process, including engagement with both executive and operational stakeholders.
  • Gathers and develops a deep understanding of market dynamics in the DXO space both bottom up and top down.
  • Supports B2B sales relationships in the DXO channel and contributes to planning and executing sales activities under the general guidance of senior sales executives or managers.
  • Supports the development and execution of a strategic B2B sales plan for the DXO client segment, aiming to efficiently identify new business opportunities and leverage Vanguard’s capabilities for optimal success.
  • Drives results by raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities. Prospect activities may include cold calling, face-to-face meetings, targeted mailings, hosting seminars, and attendance at industry conferences.
  • Develops, maintains, and broadens relationships with prospects and client organizations. Captures detailed understanding of the philosophy and dynamics of the prospects and client organizations.
  • Acts as a trusted adviser to prospects and clients and positions Vanguard products and services effectively.
  • Maintains awareness of the regulatory environment and ensures Vanguard’s activities remain compliant with applicable regulations.
  • Communicates effectively across the organization, sharing market insights, client intelligence, and relevant data to support decision-making. Maintains familiarity with internal reporting and performance metrics.
  • Participates in special projects and performs other duties as assigned.

Qualifications

  • Undergraduate degree in a business-related field of concentration or equivalent combination of training and experience. All majors are considered; majors in finance, accounting, economics, mathematics, or data analytics preferred. May have relevant work experience through internships/co-ops.
  • Proven asset management experience, including proven sales experience.
  • Experience in ETF Distribution and Marketing preferred
  • Demonstrates strong analytical thinking and a high level of comfort working with data to generate insights and support strategic decision-making.
  • Strong interest in the financial services and FinTech industry, as well as developments in digital businesses.
  • Thrives in a fast-paced and dynamic environment, demonstrating adaptability, effective time management, and a proactive approach to learning.
  • Effectively manages multiple, diverse responsibilities while maintaining clarity and focus.
  • Maintains a high level of accuracy and precision in all tasks, with strong attention to detail.
  • Conceptual thinking proficiency.
  • Professional presence and demeanor in interactions with colleagues and management.
  • Strong interpersonal skills, including written and verbal communications, willingness to assist in areas outside of direct assignments when necessary, and dedication to self-improvement and completion of team objectives.
  • Does not require regulatory license and/or registration
  • This position requires you to be local to our Frankfurt office.
  • Professional fluency in German and English (spoken and written) is required.

Special Factors

  • Hybrid work model
  • Vanguard is not offering sponsorship for this position.

Why Vanguard?

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.

It's what we stand for: value to investors.

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: 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.

Top Skills

B2B Sales
Data Analytics
Financial Services
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The Company
Charlotte, NC
20,252 Employees
Year Founded: 1975

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.

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