Sales Development Program - TX (Dallas, TX)

| Dallas-Fort Worth, TX
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At Vanguard, serving people is at the heart of our purpose. That starts with you. Working in our Relationship Management and Sales team, you'll be responsible for growth outcomes including advice leads and asset consolidations. You'll provide exemplary service and support to like-minded investors who have chosen to invest with Vanguard. Our "crew" as we call our employees, live the mission of doing the right thing for our shareholders every day. This is your opportunity to be part of that community.

In this role, you will:
  • Serve as the initial point of contact for high opportunity client service requests through inbound phone channel. Respond to requests for investment, mutual fund, and account information and resolve complex account issues via phone.
  • Follow standardized procedures to meet client needs. May conduct research for complex requests.
  • Document inbound high opportunity client and team feedback in support of service improvement efforts within the business.
  • Demonstrate a consultative approach in positioning products and services to clients pertaining to service recovery, life changing events, and advice situations.
  • Develop and maintain proficient knowledge of Vanguard funds, products, and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
  • Participate in special projects and perform other duties as assigned.
  • Follow up with clients from inbound sales opportunities.

What it takes
  • This job requires a regulatory license and/or registration (e.g., FINRA, state, SFC). SIE, Series 7, and Series 66 required or to be obtained within 90 days of hire.
  • Minimum of two years related work experience required. Experience in client services preferred.
  • Undergraduate degree or equivalent combination of training and experience required.
  • Exceptional client service and strong communication skills.
  • Intellectual curiosity and interest in developing business and financial acumen.
  • Grit and determination in problem solving and accomplishing goals.
  • The desire and ability to thrive in a fast-paced work environment that can be ambiguous and require flexibility.
  • The ability to adapt between service and sales.
  • Strong consultative approach in positioning products and services to clients.
  • Track record of growing responsibilities and success in prior roles.
  • Passion for sales and relationship management.
  • Strong time management skills.

FINRA Series 7, 63, 65, 66, o r ability to acquire within department guidelines

If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA.

Special Factor:

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

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.

Future of Work

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
More Information on Vanguard
Vanguard operates in the Fintech industry. The company is located in Valley Forge, PA, Charlotte, NC and Scottsdale, AZ. Vanguard was founded in 1975. It has 20252 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 115 open jobs at Vanguard, click here.
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