Broker Dealer Sales Executive, Senior Professional

Generates new relationships and broadens existing relationships with distributors, advisors, and other intermediaries in the Broker Dealer channel through targeted in-territory sales activities in major metropolitan marketplaces.

BD Wires Mega Territory

• Los Angeles, CA
• New York, New York

• Achieves established sales and retention goals, partnering with senior sales executives and internal sales consultants within a shared mega territory. Implements a strategic sales plan to efficiently surface and deepen business relationships, and drive territory sales results.
• 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 email campaigns , face-to-face meetings, client seminars, and attendance at national and regional industry conferences. Client and prospect interaction is primarily through in-person contact.
• Generates new relationships and broadens existing relationships in a Broker Dealer channel's major metro location primarily through 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.
• Partners with and supports major metro field sales and key account sales executives as needed.
• Participates in special projects and performs other duties as assigned.

• 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.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.