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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales strategies, client relationship management, and capital markets to drive growth and achieve sales targets. Proficient in advising clients on investment management and navigating competitive environments.
Highest-signal resume keywords
Sales ExperienceClient Relationship ManagementCapital Markets ExpertiseSeries 7 CertificationLead Generation Strategies
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 StrategiesLead GenerationInvestment ManagementCold CallingClient Needs AssessmentRisk AssessmentOutreach ExecutionMarket AnalysisProduct KnowledgeConsultation Generation
Soft Skills
CommunicationFeedback ProvisionRole ModelingTeam CollaborationStrategic Thinking
Certifications & Qualifications
Series 7Series 66SIE
Industry Keywords
Financial ServicesDefined ContributionRetirement PlanSales Activity GoalsHigh-Net-Worth ClientsClient ExperienceVanguard ProductsCompetitive AnalysisSales ProcessMarket Developments
About the role
Key responsibilities & impact- Achieve sales results and sales activity goals set by leadership
- Identify opportunities and move clients through the sales process toward growth goals
- Conduct targeted cold calls and virtual communications to prospective clients
- Communicate the value of Vanguard services against outside competitors
- Execute outreach, sales, and lead generation strategies
- Grow relationships, attract new high-value and high-net-worth clients, and generate advisor consultations
- Help set outreach team strategy and tactics
- Provide feedback on campaigns, lead sources, and the client experience
- Develop expertise in capital markets, investment management, and marketplace developments
- Use product knowledge to advise clients and position Vanguard products and services
- Assess opportunities and risks in competitive and investment environments
- Identify client needs through targeted questions and recommend appropriate products and services
- Serve as a role model for new crew members
- Support corporate initiatives and participate in special projects
Requirements
What you’ll need- Undergraduate degree or equivalent combination of training and experience, including sales experience
- Minimum three years' general experience
- Three years' industry/technology experience
- Financial services or cold calling experience preferred
- Series 7, 66, and SIE strongly preferred
- Defined Contribution/Retirement Plan experience helpful
- Vanguard is not offering visa sponsorship for this position
Benefits
Comp & perks- Hybrid working model enabling flexibility and in-person learning, collaboration, and connection
- Learning and development opportunities
- Series 7, 66, and SIE support implied as strongly preferred qualifications