FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship-building and consultative selling within the investment management industry, leveraging knowledge of capital markets and investment products to deliver exceptional client experiences. Proficient in creating strategic sales plans and engaging clients through various communication channels.
Highest-signal resume keywords
Sales ExperienceCapital Markets KnowledgeRelationship-Building SkillsConsultative Selling SkillsRegulatory Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentClient EngagementInvestment ManagementMarket AnalysisData-Driven Decision Making
Soft Skills
Communication SkillsPresentation SkillsCollaboration SkillsPriority ManagementClient Relationship Management
Tools & Technologies
Virtual Meeting PlatformsDirect Marketing ToolsCRM Software
Certifications & Qualifications
Master of Business Administration (MBA)Chartered Financial Analyst (CFA)Chartered Investment Manager (CIM)FINRA Licenses
Industry Keywords
Broker-Dealer ChannelInvestment ProductsClient SeminarsEducational EventsIndustry Conferences
About the role
Key responsibilities & impact- Develop new relationships and expand existing partnerships with distributors, advisors, and other intermediaries within the Broker-Dealer channel
- Achieve sales and retention goals while operating in accordance with Vanguard’s Code of Ethics
- Create and execute strategic sales plans to identify new business opportunities and maximize the value of Vanguard’s products and services
- Increase awareness of Vanguard investments, solutions, and resources through targeted outreach and relationship-building activities
- Engage clients and prospects through virtual meetings, phone conversations, face-to-face meetings, educational events, direct marketing efforts, and industry conferences
- Understand intermediary businesses, investment philosophies, and client needs to deliver relevant insights and solutions
- Educate clients on Vanguard’s investment offerings and align solutions with business objectives
- Provide perspectives on capital markets, investment management, and industry trends to support client decision-making
- Deliver presentations and represent Vanguard at client seminars, educational programs, and industry events
- Use technology to create personalized client experiences across metro and non-metro markets
- Partner with Field Sales and Key Account Sales colleagues to support team objectives and client outcomes
- Prioritize opportunities and balance virtual and in-person interactions based on client needs and business goals
- Monitor key business drivers and use data and insights to inform client engagement strategies
- Participate in special projects and other responsibilities as assigned
- Conduct client engagement primarily through electronic and telephone communication, with in-person meetings and field sales activities
- Attend client meetings, conferences, seminars, and industry events
Requirements
What you’ll need- Five years of related professional experience, including at least three years of sales experience
- Undergraduate degree or an equivalent combination of education, training, and experience
- Knowledge of capital markets, investment products, and the investment management industry
- Strong relationship-building, communication, presentation, and consultative selling skills
- Ability to effectively manage priorities, work independently, and collaborate across teams
- Commitment to delivering an exceptional client experience and building lasting professional relationships
- Progress toward a Master of Business Administration (MBA), Chartered Financial Analyst (CFA), or Chartered Investment Manager (CIM) designation is preferred
- Graduate degree preferred
- Requires applicable regulatory licenses and/or registrations (for example, FINRA, state, or other regulatory requirements)
- Vanguard is not offering visa sponsorship for this position
Benefits
Comp & perks- Hybrid working model with enhanced flexibility, in-person learning, collaboration, and connection
- Professional development through learning and skill development
- Client-first, mission-driven, collaborative work culture