Regional Sales Executive - New England Independent Broker Dealer (IBD) territory
Regional Sales Executive - New England Independent Broker Dealer (IBD) territory Generates new relationships and broadens existing relationships with distributors, advisors, and other intermediaries in the Independent Broker Dealer channel through predominantly electronic and telephone communication (75%) as well as some field sales activity (25%) for medium to high value clients in both metro and non-metro geographic locations.
The ideal candidate should be based in the Boston metro area or reasonably close.
Major hubs include Boston and Hartford, but clients are also located throughout NH, VT, and ME.
Core
Responsibilities:
Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics.
Implements a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
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 mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences.
Client and prospect interaction is a combination of virtual and in-person contact.
Generates new relationships and broadens existing relationships in the Broker Dealer channel using a combination of electronic and 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.
Leverages virtual technology to create a more personal experience and to reach clients and prospects in metro and non-metro geographic locations.
Partners with and supports field sales and key account sales executives as needed.
Manages time spent on opportunities and determines whether contact should be in person or virtual.
Leverages virtual technology to engage clients and prospects not otherwise serviced by field sales executives.
Understands and tracks key drivers of business to plan best methods of contact.
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.
FINRA Series 7 & 63.
Ability to travel 25% within territory (approximately 1 week per month).
Vanguard is not offering sponsorship for this opportunity.
About Vanguard We are Vanguard.
Together, we're changing the way the world invests.
For us, investing doesn't just end in value.
It starts with values.
Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return.
We invest with purpose - and that's how we've become a global market leader.
Here, we grow by doing the right thing for the people we serve.
And so can you.
We want to make success accessible to everyone.
This is our opportunity.
Let's make it count.
Inclusion Statement Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture.
Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement:
Do the right thing.
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve.
We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose:
To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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.
Recommended Skills Capital Markets Cold Calling Direct Marketing Investments Sales Series 7 General Securities Representative License (Stockbroker) Estimated Salary: $20 to $28 per hour based on qualifications.
The ideal candidate should be based in the Boston metro area or reasonably close.
Major hubs include Boston and Hartford, but clients are also located throughout NH, VT, and ME.
Core
Responsibilities:
Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics.
Implements a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
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 mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences.
Client and prospect interaction is a combination of virtual and in-person contact.
Generates new relationships and broadens existing relationships in the Broker Dealer channel using a combination of electronic and 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.
Leverages virtual technology to create a more personal experience and to reach clients and prospects in metro and non-metro geographic locations.
Partners with and supports field sales and key account sales executives as needed.
Manages time spent on opportunities and determines whether contact should be in person or virtual.
Leverages virtual technology to engage clients and prospects not otherwise serviced by field sales executives.
Understands and tracks key drivers of business to plan best methods of contact.
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.
FINRA Series 7 & 63.
Ability to travel 25% within territory (approximately 1 week per month).
Vanguard is not offering sponsorship for this opportunity.
About Vanguard We are Vanguard.
Together, we're changing the way the world invests.
For us, investing doesn't just end in value.
It starts with values.
Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return.
We invest with purpose - and that's how we've become a global market leader.
Here, we grow by doing the right thing for the people we serve.
And so can you.
We want to make success accessible to everyone.
This is our opportunity.
Let's make it count.
Inclusion Statement Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture.
Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement:
Do the right thing.
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve.
We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose:
To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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.
Recommended Skills Capital Markets Cold Calling Direct Marketing Investments Sales Series 7 General Securities Representative License (Stockbroker) Estimated Salary: $20 to $28 per hour based on qualifications.
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