Vanguard, one of the world’s largest investment management companies and a recognized employer of choice, seeks a field sales executive for the Financial Advisor Services sales team to market Vanguard’s Exchange-Traded Funds (ETFs) and Mutual Funds to intermediary advisor firms.
Job Purpose:
- As a field sales executive, you will increase the market share of these products through a targeted consultative sales approach that involves face-to-face meetings, group presentations, and attendance at regional and national industry conferences.
- The ideal candidate will be based in NYC / Long Island area covering Wirehouse, Independent and Regional Broker Dealers in Lower Manhattan and all of Long Island.
Responsibilities:
- Exhibit a strong business acumen and executive sales presence to influence decision-makers.
- Develop new relationships and maintain and broaden existing relationships with financial advisors in assigned market segment and geographical territory through targeted prospecting activities.
- Thoroughly understand the philosophy and dynamics of the advisor/organization (investment philosophy, client base, product preference) and acts as a trusted advisor/consultant in matching needs with Vanguard products.
- Partner with select advisors/firms to participate in special events, client seminars, and key producer educational meetings and events.
- Plan and achieve sales objectives against specific sales activities / metrics.
- Develop and maintain a high level of expertise related to the capital markets, the investment management industry, and marketplace developments.
- Work in team environment with assigned internal wholesaler(s) and other individuals who impact the success of the group.
Skills and Qualifications:
- Undergraduate degree. Advanced degree (MBA) and professional designations (i.e. CIMA, CFP, CMFC, CFA) preferred.
- Minimum of 5 years sales experience with progressive career advancement and increasing levels of responsibility.
- Active FINRA Series 7 and 63 licenses or the ability to obtain within 90 days of initial employment.
- Broad asset management, financial services, or intermediary channel experience preferred.
- Proven track record of consistently meeting or exceeding predetermined key objectives.
- Strong executive presence, active listening, client preparedness, and presentation skills.
- Professional characteristics reflecting curiosity, empathy, and enthusiasm coupled with a solution-based drive to meet highly accountable results.
- Strong team-based selling and partnering skills.
- Excellent relationship management skills.
- Ability to work independently and adapt quickly and resourcefully to changing situations.
- Ability and willingness to travel 80% of the time within the designated territory.
- Achieves sales and sales activity goals within the spirit of Vanguard’s Code of Ethics.
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