Job Description

About Financial Advisor Services (FAS)

Financial Advisor Services (FAS) is the largest and fastest-growing of Vanguard's four client-facing businesses. FAS provides investments, services, education, and research to more than 150,000 financial advisors - and by extension twenty-four million individual investors - representing about $3 trillion in assets. Vanguard's financial advisor clients include broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies.

Aligned with Vanguards core purpose, the FAS vision is to be the advisor to the advisor. This means having low cost, high quality enduring products through intermediaries, where we can scale our impact.

NOTE: Will also consider remote work locations along the Eastern Seaboard.
Summary

The Key Accounts Sales Executive f or the Broker Dealer Channel is responsible for managing and growing strategic home office relationships with key broker-dealer firms to drive sales of the companys financial products and services. This role focuses on developing and driving sales strategies tailored to the unique needs of broker-dealer partners, ensuring alignment with corporate goals and revenue targets. The Key Accounts Sales Executive is expected to embody a growth mindsetapproaching challenges as opportunities to learn, adapt, and innovate. This mentality is essential for navigating the evolving needs of broker-dealer partners and aligning with Vanguards mission of continuous improvement and client-centricity. By fostering a culture of experimentation and continuous learning, the Key Accounts Sales Executive not only drives results but also contributes to a more agile, forward-thinking sales organization.

What it takes

Creates and implements strategies to expand distribution opportunities that will maximize Vanguards exposure for each intermediary advisor firm at the home office level within assigned market segment and geographical territory.
Develops, maintains and broadens home office intermediary relationship through regular and constant contact with business leading analysts, investment committees, due diligence professionals, marketing, sales desks and business gatekeepers and thoroughly understands the philosophy and dynamics of the advisor/organization (investment philosophy, client base, product preference, keys goals and challenges, etc.) and acts as a trusted advisor/consultant in matching need with Vanguard products and services. Educates advisors on the benefits of Vanguard and our product offerings.
Grows distribution of Vanguards investment products and related services and delivers key Vanguard messages through targeted prospecting activities including but not limited to cold calling, direct mail campaigns, face-to-face meetings, client seminars, formal presentations, and attendance at client and industry conferences.
Partners with select intermediary advisor firms to participate in special events, client seminars, and key producer educational meetings and events to develop, maintain and broaden relationships.
Develops a high level of business acumen and expertise related to the capital markets, the investment management industry and marketplace developments. Uses this experience, along with product knowledge to be a trusted advisor to client and prospective clients, and positions Vanguard products and services effectively.
Achieves sales and sales activity goals within the spirit of Vanguards Code of Ethics.
Works in team environment with field sales executives and other internal business partners that impact the success of the group.
Collects and disseminates information back to Vanguard product teams for evaluation. Owns responsibility for reporting sales activities and other key business data.
Interacts closely with Sales Managers regarding broad channel and client issues.
Leads/participates in special projects and performs other duties as assigned.

Qualifications

Minimum of five years Key Accounts sales experience with specific exposure to the Wirehouse and/or Independent Broker-Dealer channel at the home office level.
Strong understanding of investment products, broker-dealer distribution, and the regulatory environment.
Active FINRA Series 7 and 63 licenses or the ability to obtain within 90 days of initial employment.
Undergraduate degree or equivalent work experience required.
Ability and willingness to travel a minimum of 60% required.

Special Factors

CFA highly preferred.

Special Factors

Sponsorship

About Vanguard

At Vanguard, we don't just have a missionwe'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.

Job Tags

Similar Jobs