Vanguard

Sales Executive

Vanguard

full-time

Posted on:

Location Type: Hybrid

Location: Malvern • Pennsylvania • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Generates new relationships and broadens existing relationships with distributors, advisors, and other intermediaries in the Registered Investment Advisors channel.
  • Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics.
  • Implements a strategic sales plan to efficiently identify quality new business relationships.
  • Drives sales results by raising awareness of Vanguard's investments, products, and related services.
  • Delivers key Vanguard messages through various prospecting activities.

Requirements

  • Five years related work experience.
  • Three years of sales experience required.
  • Undergraduate degree or equivalent combination of training and experience.
  • Graduate degree preferred.
  • Progress towards MBA, CFA, CIM preferred.
  • Requires regulatory license and/or registration (e.g. FINRA, state, SFC).
Benefits
  • Hybrid working model designed to capture benefits of flexibility while enabling in-person learning, collaboration, and connection.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales experiencestrategic sales planningrelationship management
Soft Skills
communicationinterpersonal skillsgoal-oriented
Certifications
FINRACFACIM