Senior Specialist, Small Market Virtual Sales

Role Overview

• 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.
• Develop a strategic sales plan to identify new business relationships.
• Partners with advisor organizations to drive acceptance of Vanguard solutions.
• Represents Vanguard's investments and services in various settings.
• Leverages vendor partnership to deliver 401k plan solutions.
• Develops strong relationships with senior and executive management of prospect and client organizations.
• Identifies prospect/client needs and proposes appropriate Vanguard solutions.
• Raises awareness of Vanguard's investments through targeted prospecting activities.
• Participates in special projects and performs other duties as assigned.

Requirements

• Undergraduate degree or equivalent combination of training and experience.
• Master’s degree and/or Chartered Financial Analyst (CFA) preferred.
• Three to five years financial services experience with at least two years of successful institutional sales experience preferred.
• Up to 25% travel is required.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). Series 7 and Series 63 required.

Benefits

• Hybrid working model designed for enhanced flexibility, in-person learning, collaboration, and connection.