Sales Executive
Share
Job Location:
Malvern, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
To identify develop or expand UHNW relationships ($5 million or more) for Vanguard primarily capitalizing on opportunities resulting from client and prospective client calls or referrals into the BDG department.
Duties and Responsibilities
Proactively identify and pursue new business opportunities with Ultra High Net Worth individuals and families.
Partner with Relationship Managers to identify and prioritize lead opportunities within current client base coordinate outreach efforts and share feedback to refine lead generation strategies.
Effectively present Vanguards investment capabilities products and services including investment management retirement planning estate planning and tax optimization strategies.
Develop and implement strategic sales plans to achieve and exceed individual and team targets.
Collaborate with internal partners to deliver comprehensive solutions to clients.
Stay informed about market trends regulatory changes and new products in the Wealth Management industry.Participate in networking events seminars and community activities to enhance the organizations visibility and attract new clients.
Maintain accurate records of client interactions sales activities and pipeline management in the CRM system.
Qualifications
Undergraduate degree required. Series 7 63 and 65 or CFP required. Masters degree or professional certifications such as CFA preferred.
Eight to ten years of financial services experience with at least five years in a senior level client relationship or sales role. Three to five years of successful UHNW or Institutional relationship executive or sales experience preferred.
Strong understanding of investment products financial planning and wealth management solutions.
Exceptional communication presentation and negotiation skills.
Ability to build trust and rapport with Ultra High Net Worth clients.
Special Factors
Travel required.
Vanguard is not offering visa sponsorship for this position.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling in-person learning collaboration and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Required Experience:
IC
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- Cloud
- Account Management
- CRM
- New Customers
- ROI
- Sales Activities
- Territory
- Business Relationships
- Sales Floor
- Sales Goals
- Sales Process
- New Clients
About Company
Search the latest roles and opportunities at Vanguard. Apply today to join our industry-leading crew.
