Mid-Market Institutional Sales Executive

Vanguard

(Malvern, Pennsylvania)
Full Time Travel Required
Job Posting Details
About Vanguard
Vanguard is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services to institutional and individual investors, and financial professionals. The company works to reduce cost and complexity for all investors.
Summary
Vanguard, one of the world's largest investment management companies and a recognized employer of choice, is seeking an Institutional Sales Executive to successfully sell our defined contribution and defined benefit recordkeeping, advisory services and investments, in the mid-market retirement ($20 - $125M in plan assets) space.
Responsibilities
* Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process. 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 quality new business relationships and leverage Vanguard capabilities for maximum success. * Effectively presents Vanguard's investments and services to prospects, clients and industry organizations through written, verbal and electronic media. * 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. * Actively participates in process improvement initiatives and supports corporate initiatives as appropriate. * Responsibilities include generating quality new business relationships and assisting in the ongoing retention of Vanguard's Institutional mid market clients.
Ideal Candidate
* Eight to ten years financial services experience with at least five years in a senior level client or prospect relationship role. Three to five years of successful institutional defined contribution/defined benefit sales experience preferred. * 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. * Strong knowledge of the institutional competitive environment, preferred. * Excellent executive presence, poise and presentation skills. * Excellent verbal and written communication skills. * Strong leadership and personnel development skills. * Undergraduate degree or equivalent combination of training and experience. * Master's degree and/or investment designation (CIMA, CFP or CFA) preferred. * Investment licenses required- Series 7 and 63 (or the ability to obtain within the first 6 months). * The ability to travel. Position requires 75% travel.

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