Broker/Dealer National Accounts, Product and Platform Partnerships:
- Interacts with the product and research teams at national broker/dealers to understand their priorities and position Vanguard’s product offer with the goal of attaining new products on platform, placements on recommended lists and within home office model solutions.
- Works closely with internal business partners to deliver the full capabilities of Vanguard’s offer to our clients.
- Partners with aligned field sales teams to position sales ideas and ways we can increase engagement with prioritized clients.
- Possesses a deep understanding of the advisor industry, trends in the marketplace, and competitor products and offerings.
- Important input to overall client strategies with an eye on flawless execution.
- Utilizes data to understand trends and assess best opportunities.
- Can communicate effectively with clients and all levels of the organization.
- Manages the sales opportunity pipeline, provides regular updates, and thinks creatively about how to win new business.
What it takes:
- Five years related work experience. At least two years of working within intermediary advisor distribution. National accounts experience preferred.
- Undergraduate required. Graduate degree preferred.
- CFA, CIMA, CFP, etc preferred.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Special Factors
Sponsorship
Vanguard is offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're 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.