Sales Executive Institutional - Vanguard Investments Mexico

The Sales Executive will identify and develop new business opportunities for Vanguard in the Mexican Institutional market.

Duties and Responsibilities:

  • Achieves sales and retention goals within the spirit of Vanguard Investments Mexico's Code of Ethics.
  • Develops a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
  • Effectively presents Vanguard's investment capabilities and services to prospects, clients, consultants, and industry organizations through written, verbal and electronic media.
  • Develops, maintains and broadens relationships in Mexico by thoroughly understanding the philosophy and dynamics of prospects and clients (investment philosophy, client base, product preference, etc.) and acts as a trusted advisor/consultant in matching needs with Vanguard products and services. Educates advisors on the benefits of Vanguard and our product offerings.
  • Raises awareness of Vanguard's investment capabilities and services through face-to-face meetings, phone and video calls, targeted mailings and emails, hosting seminars, and attendance at industry conferences.
  • Implements long term relationship growth strategies for key Mexican prospects and clients.
  • Develops knowledge of regulatory environment and ensures that Vanguard Investments Mexico operates in compliance with Mexican regulations.
  • Develops a high level of expertise related to the capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a trusted advisor to prospects and clients, and positions Vanguard products and services effectively.
  • Develops relationships with the broader capital markets ecosystem including broker/dealers, regulators, index providers, exchanges and other market participants
  • Works well in a team environment with assigned sales support staff and other crew members, including crew in shared services functions in the U.S. and other international locations.
  • Reports sales activities to support Vanguard Unmatchable Excellence (VUE) programs.
  • Provides leadership and guidance to sales support staff to achieve highest levels of performance.
  • Supports corporate initiatives and actively participates in programs as appropriate.
  • Leads/Participates in special projects and performs other duties as assigned.


  • Undergraduate degree or equivalent combination of training and experience. Masters degree and/or Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA), preferred.
  • Eight to ten years financial services experience with at least five years in a senior level client or prospect relationship role, or investment management role. Three to five years of successful institutional sales experience preferred.
  • Proven ability to think and perform strategically, bringing innovative solutions to complex client or prospect situations.
  • Proven ability to successfully develop strong working relationships with executive management in the prospect/client organization and internally.
  • Extensive knowledge of investment products including ETFs and/or portfolio management, preferred.
  • Strong knowledge of the institutional competitive environment, preferred.
  • Sound investments knowledge and a passion for the capital markets, preferred.
  • Excellent executive presence, poise and presentation skills.
  • Excellent verbal and written communication skills.
  • Verbal and written Spanish and English proficiency required.
  • Strong leadership and personnel development skills.
  • Working knowledge of all Microsoft Office software.

Special Factors

Travel required.

Applicants must be authorized to work in Mexico. Vanguard Investments Mexico is not offering visa sponsorship for this position.

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