Senior Small Market Virtual Sales Specialist - Vangurd Workplace Solutions
To successfully build the institutional asset base with new business relationships and support the retention of client assets. Manages assigned territory to generate new relationships and broaden existing relationships with distributors, advisors, and other intermediaries in the Retirement Plan landscape and maximizes Vanguard asset capture for 401k clients with $0-$50M in assets under management. Works predominantly through electronic and telephone communication (90%) as well as limited field sales activity (10%).
Core Responsibilities
Achieves established sales and retention goals through strategic selling activities. Provides leadership and guidance to other sales executives, extended sales team members, and support staff to achieve the highest levels of performance in new business development.
Develop a strategic sales plan to efficiently identify new, quality business relationships and leverage Vanguard capabilities for maximum success.
Partners with advisor organizations to raise awareness and drive acceptance of Vanguard solutions that will help them achieve their goals.
Effectively represents Vanguard's investments and services to prospects, clients, and industry organizations in client/prospect meetings, at industry conferences, and via written, verbal and electronic media.
Leverages vendor partnership to deliver 401k plan solutions to prospective clients.
Develops strong relationships with senior and executive management of prospect and client organizations. Effectively identifies prospect/client needs and proposes appropriate Vanguard solutions.
Raises awareness of Vanguard's investments and services through targeted prospecting activities.
Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
Participates in special projects and performs other duties as assigned.
Qualifications
Undergraduate degree or equivalent combination of training and experience. Master’s degree and/or Chartered Financial Analyst (CFA) preferred.
Three to five years financial services experience with at least two years of successful institutional sales experience preferred. Up to 25% travel is required.
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.
Series 7 and Series 63 required.
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.
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.
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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.
