Senior Broker Dealer Sales Executive

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Generates new relationships and broadens existing relationships with distributors, advisors, and other intermediaries in the Broker Dealer channel through targeted in-territory sales activities in major metropolitan marketplaces.

Core Responsibilities

• Achieves established sales and retention goals, partnering with senior sales executives and internal sales consultants within a shared mega territory.
• Implements a strategic sales plan to efficiently surface and deepen business relationships, and drive territory sales results.
• Drives sales results by raising awareness of Vanguard's investments, products, and related services.
• Delivers key Vanguard messages through targeted prospecting activities including cold-calling, direct email campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences.
• Generates new relationships and broadens existing relationships in a Broker Dealer channel’s major metro location primarily through in-person communication.
• Seeks and understands the philosophy, preferences, and dynamics of the intermediary and their client base.
• Acts as a trusted advisor/consultant in matching client needs with Vanguard products and services.
• Educates clients on Vanguard product offerings.
• Demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments.
• Utilizes this expertise, along with product knowledge, to be a credible resource to clients and prospects and to effectively position Vanguard products and services.
• Hosts in-person meetings and presents Vanguard products at client seminars, educational opportunities, and other events.
• Builds credibility of Vanguard products and services, establishes durable relationships, and generates actionable sales ideas.
• Partners with and supports major metro field sales and key account sales executives as needed.
• Participates in special projects and performs other duties as assigned.

Qualifications

• 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.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC).