Job Information
Vanguard Field Sales Executive – Wires (New York City) in New York, New York
Field Sales Executive – Wires (New York City)
Identifies, builds, and develops new business opportunities for Vanguard focused on the Wirehouse channel. Assists in the ongoing retention of key accounts. Exhibits highest-producing sales skills and in-depth product knowledge. Navigates the leadership and key decision makers/procedures at the largest and most sophisticated wirehouse firms throughout New York City.
In this role, you will:
Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
Supports the largest sales relationships and independently plans and executes for material segments. Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics. Provides guidance to less experienced sales executives.
Develops a strategic sales plan for a specific territory and/or target client segment to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
Effectively presents Vanguard's investments capabilities and services to prospects, clients, consultants and industry organizations through written, verbal, and electronic media.
Develops positive relationships with senior and executive management of prospect and client organizations. Drives results by raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities. Prospect activities may include cold calling, face-to-face meetings, targeted mailings, hosting seminars, and attendance at industry conferences.
Implements long term relationship growth strategies for key territory prospects. Covers the largest and most complex prospects and/or accounts.
Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
Develops knowledge of regulatory environment and ensures that Vanguard operates in compliance with applicable regulations.
Coaches, collaborates, and provides insight and direction to less experienced sales executives and internal partners.
Participates in special projects and performs other duties as assigned.
What it takes:
Ten years related experience. Five years in a senior level client or prospect relationship role required. Eight years of sale experience preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
CFA a plus.
FINRA Series 7 & 63.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
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.
Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.
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