Hybrid Sales Executive Hybrid Wholesaler

Responsibilities:

• Achieves established sales asset growth and retention goals while operating in alignment with Vanguards Code of Ethics. Implements a strategic territory and sales plan to identify develop and grow highquality intermediary relationships.
• Drives sales results by increasing awareness of Vanguards investment products solutions and services. Executes targeted prospecting activities including outbound outreach virtual engagement inperson meetings client seminars and participation in national and regional industry events.
• Builds maintains and expands intermediary relationships through a combination of electronic virtual and inperson communication. Develops a strong understanding of each intermediarys business model investment philosophy and client base.
• Acts as a trusted consultant by aligning client needs with appropriate Vanguard products and solutions. Educates intermediaries on Vanguards offerings value proposition and longterm investment philosophy.
• Develops and demonstrates a strong understanding of capital markets the investment management industry and evolving market trends. Leverages this expertise to position Vanguard as a credible and trusted partner.
• Hosts and presents at client meetings educational events and seminars to strengthen relationships build product credibility and generate actionable sales opportunities.
• Utilizes virtual technology to deliver a personalized client experience and effectively engage intermediaries across geographically diverse territories.
• Partners with field sales teams and key account sales executives to support broader distribution and client coverage efforts.
• Participates in special projects and performs additional duties as assigned.

Qualifications:

Five or more years of related professional experience including at least one year in a sales or clientfacing role.

Bachelors degree or an equivalent combination of education training and experience required; graduate degree preferred.

Progress toward professional designations such as MBA CFA or CIM preferred.

This role does not require regulatory licensing or registration.

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.