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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge of institutional investment offerings and retirement plan services, along with strong sales leadership capabilities. Proven ability to develop strategic sales plans and build relationships with senior management in financial services.
Highest-signal resume keywords
Institutional Sales ExperienceInvestment Product KnowledgeStrategic Sales PlanningExecutive PresenceSeries 6 And 63 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
Financial Services ExperienceInstitutional Investment OfferingsRetirement Plan ServicesMarket ExpertiseCompetitive Analysis
Soft Skills
LeadershipPresentation SkillsCommunication SkillsRelationship Building
Certifications & Qualifications
Series 6 LicenseSeries 63 License
Industry Keywords
Investment ProductsVanguardSales GoalsClient MeetingsProspecting
About the role
Key responsibilities & impact- Achieve established investment product sales goals through strategic selling activities
- Provide leadership and guidance to sales executives, extended sales team members, and support staff
- Develop a strategic sales plan for the assigned territory
- Identify new, quality business relationships and leverage Vanguard capabilities
- Partner with advisor organizations to raise awareness and drive acceptance of Vanguard mutual funds and CITs
- Represent Vanguard investment products and capabilities to prospects, clients, and industry organizations
- Conduct client and prospect meetings, industry conferences, and communications through written, verbal, and electronic media
- Develop relationships with senior and executive management of prospect and client organizations
- Identify prospect and client needs and propose appropriate Vanguard solutions
- Raise awareness of Vanguard investments through targeted prospecting
- Use market and competitive expertise to position investment products and related services
- Participate in special projects and perform other assigned duties
Requirements
What you’ll need- Undergraduate degree or equivalent combination of training and experience
- Eight to ten years of financial services experience
- Three to five years of successful institutional sales experience
- Extensive knowledge of institutional investment offerings and/or retirement plan services and competitive landscape
- Strong knowledge of the institutional competitive environment
- Excellent executive presence, poise, and presentation skills
- Series 6 and 63 licenses, or ability to obtain within 60 days
- Frequent travel (50%+) required
- Vanguard is not offering visa sponsorship for this position
Benefits
Comp & perks- Hybrid working model for the majority of crew members
- Enhanced flexibility
- In-person learning, collaboration, and connection
- Long-term client outcomes and enriched employee experience