Hybrid Sales Executive Institutional

Responsibilities:

• Achieve established sales growth and client retention goals through disciplined execution of the endtoend institutional sales process.
• Manage and grow relationships within assigned Mexican institutional client segments owning planning execution and followthrough for medium to highvalue clients.
• Develop and execute a strategic sales plan for the Mexican institutional market identifying new opportunities and aligning Vanguard capabilities to client needs.
• Serve as a trusted partner to clients prospects consultants and industry stakeholders by clearly articulating Vanguards investment philosophy products and services through inperson virtual written and digital channels.
• Build strong seniorlevel relationships within client and prospect organizations increasing awareness of Vanguard through targeted outreach meetings conferences and industry events.
• Independently cover less complex prospects and accounts while collaborating with senior sales leaders on larger or more complex institutional relationships.
• Leverage knowledge of market trends client needs and competitive dynamics to effectively position Vanguards solutions.
• Maintain a strong understanding of the Mexican regulatory environment and ensure all activities align with applicable laws regulations and Vanguards Code of Ethics.
• Partner closely with internal stakeholders to share market insights coordinate client support and continuously improve the client experience.
• Contribute to special projects and broader business initiatives as needed.

Education & Experience:

• Bachelors degree or equivalent combination of education training and experience required; advanced degree preferred.
• Approximately five years of relevant professional experience including at least three years in institutional or intermediary sales relationship management or a related financial services role.
• Demonstrated ability to develop seniorlevel client relationships and deliver measurable sales and retention outcomes.
• CFA designation preferred.

Special Factors:

• AMIB Figure 3 license required or must be obtained within an agreedupon timeframe.
• Role requires periodic inperson client meetings and attendance at industry events within Mexico.

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.