Small Market Virtual Sales, Senior Specialist

About the position

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.

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.

Requirements

• Undergraduate degree or equivalent combination of training and experience.
• 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.

Nice-to-haves

• Master’s degree and/or Chartered Financial Analyst (CFA) preferred.