Institutional Sales Executive – Small Market
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Scottsdale • Arizona • California • United States
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About the role
- Successfully build the institutional asset base with new business relationships
- Manage assigned territory to generate new relationships and broaden existing relationships with distributors, advisors, and other intermediaries
- Achieve established sales and retention goals through strategic selling activities
- Provide leadership and guidance to other sales executives and support staff
- Develop a strategic sales plan to efficiently identify new business relationships
- Effectively represent Vanguard's investments and services to prospects, clients, and industry organizations
- Develop strong relationships with senior and executive management of prospect and client organizations
- Raise awareness of Vanguard's investments and services through targeted prospecting activities
Requirements
- Undergraduate degree or equivalent combination of training and experience
- Master’s degree and/or Chartered Financial Analyst (CFA) preferred
- Eight to ten years financial services experience with three to five years of successful institutional sales experience preferred
- Proven ability to think and perform strategically, bringing innovative solutions to complex client or prospect situations
- Proven ability to successfully develop strong working relationships with executive management
- Extensive knowledge of institutional investment offerings and/or retirement plan services and competitive landscape
- Series 7 and 63 licenses (or ability to obtain within 60 days)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
institutional salesstrategic sellingbusiness developmentfinancial servicesinvestment offeringsretirement plan servicesclient relationship managementprospectingsales planninginnovative solutions
Soft skills
leadershipguidancerelationship buildingstrategic thinkingcommunicationcollaborationproblem-solvingclient managementnegotiationinterpersonal skills
Certifications
Chartered Financial Analyst (CFA)Series 7 licenseSeries 63 license