Identifies, builds, and develops new business opportunities for Vanguard. Assists in the ongoing retention of key accounts. Develops sales skills and product knowledge. Covers smaller or less complex prospects and/or accounts independently. Assists more senior sales executives and managers with larger and complex prospects and/or accounts.
Identifies, builds, and develops new business opportunities for Vanguard in the intermediary retail segment (financial advisor networks, wealth managers, platforms). Assists in the ongoing retention of key accounts. Develops sales skills and product knowledge. Covers smaller or less complex prospects and/or accounts independently. Assists more senior sales executives and managers with larger and complex prospects and/or accounts.
Core Responsibilities
- Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
- Supports sales relationships and independently plans and executes for material segments. Achieves sales and retention goals within the spirit of Vanguard’s Code of Ethics.
- Effectively presents Vanguard’s investments capabilities and services to prospects, clients, consultants and industry organizations through written, verbal, and electronic media.
- Develops strong relationships with financial advisors and team managers 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 financial intermediaries assigned. Covers smaller or less complex prospects and/or accounts independently. Assists more senior sales executives and managers with larger and complex prospects and/or accounts.
- Develops knowledge of regulatory environment and ensures that Vanguard operates in compliance with applicable regulations.
- Collaborates and provides insight and direction to internal partners.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Five to seven years related experience in asset management with at least three years of sales activity to financial advisors in Italy
- Broad knowledge of mutual funds and ETFs, financial products and services and markets
- Experience and understanding of financial intermediaries
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- Fluent in English
- International experience or period of study abroad preferred
- Does not require regulatory license and/or registration
Special Factors
- Vanguard is not offering visa sponsorship for this position.
- This position is hybrid and would require you to work in the office location Tuesday, Wednesday and Thursday.
About Vanguard
Vanguard is an investment company unlike any other. It was founded by Jack Bogle in the US in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. Jack helped bring investing to the masses with the index fund. Index funds do not pick individual shares or bonds to beat the market. They supervise the performance of the entire market. Or as Jack put it, “Don’t look for the needle in the haystack. Just buy the haystack!”. We have stood for low-cost, uncomplicated investing ever since. Over the last 45 years people have come round to our way of thinking and more than 30 million investors worldwide now trust us with their money.
Inclusion Statement
Vanguard’s continued dedication 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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
INTERNAL CREW, CONTRACTOR & DIRECT APPLICATIONS ONLY
Please note, current suppliers and potential suppliers are not permitted to communicate with or contact or send or otherwise provide any speculative resumes to any department, business unit, subsidiary or affiliate of Vanguard, or any employee thereof, at any time unless expressly instructed or permitted by a member of Vanguard’s HR department. For the avoidance of doubt, Vanguard will not pay any fees to a supplier or potential supplier in respect of any candidate unless Vanguard HR has either requested the referral or given its prior written consent to the referral. If you would like to partner with Vanguard Europe, please contact [email protected] and we will be in touch if we need further information and/or if we need additional support
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.
