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Vanguard · 21 hours ago

Institutional Sales Executive - Small Market

Scottsdale, AZ

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

Vanguard is committed to the long-term financial wellbeing of its clients and is seeking an Institutional Sales Executive to build and retain the institutional asset base. The role involves managing a territory to generate new business relationships and support existing ones in the Retirement Plan landscape, focusing on maximizing asset capture for 401k clients.

FinanceFinancial Services

No H1B

Responsibilities

Achieves established sales and retention goals through strategic selling activities

Provides leadership and guidance to other sales executives, extended sales team members, and support staff to achieve the highest levels of performance in new business development

Develops a strategic sales plan to efficiently identify new, quality business relationships and leverage Vanguard capabilities for maximum success

Partners with advisor organizations to raise awareness and drive acceptance of Vanguard solutions that will help them achieve their goals

Effectively represents Vanguard's investments and services to prospects, clients, and industry organizations in client/prospect meetings, at industry conferences, and via written, verbal and electronic media

Leverages vendor partnership to deliver 401k plan solutions to prospective clients

Develops strong relationships with senior and executive management of prospect and client organizations

Effectively identifies prospect/client needs and proposes appropriate Vanguard solutions

Raises awareness of Vanguard's investments and services through targeted prospecting activities

Uses expertise of market and competitive environments to help position Vanguard's services appropriately

Participates in special projects and performs other duties as assigned

Qualification

Institutional sales experienceFinancial services experienceChartered Financial Analyst (CFA)Executive presenceStrategic thinkingLeadership skillsMarket knowledgeSeries 763 licensesPresentation skillsRelationship building

Required

Undergraduate degree or equivalent combination of training and experience

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 in the prospect organization and internally within Vanguard

Extensive knowledge of institutional investment offerings and/or retirement plan services and competitive landscape

Excellent executive presence, poise and presentation skills

Proven leadership and personnel development skills

Series 7 and 63 licenses (or ability to obtain within 60 days)

Eight to ten years financial services experience