Accelerated Career Development Program, Product Pathway, Senior Associate (AZ)

Vanguard•Scottsdale, AZ

1d•Hybrid

About The Position

The Accelerated Career Development Program, Product Pathway, Senior Associate role at Vanguard is designed for individuals seeking long-term financial well-being for clients and transformation through innovative products and services. This program involves company-wide rotations to gain a broad understanding of Vanguard's divisions, strategies, and initiatives. Associates are expected to take ownership of projects, demonstrate accountability in problem resolution, and actively manage their personal and professional development. The role requires building a strong network within the organization, utilizing data analysis tools for decision-making, and demonstrating proficiency in Vanguard's investment methodology and systems. Associates will participate in projects, collaborate with stakeholders, and develop leadership competencies. A key aspect of the role is providing high-quality service to clients, establishing trust, and identifying opportunities to offer appropriate Vanguard products and services. The program also includes participation in special projects and other assigned duties.

Requirements

Undergraduate degree or equivalent combination of training and experience.
The Sales pathway requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Nice To Haves

Experience in financial services or client services preferred.

Responsibilities

Completes company-wide rotations, demonstrating an ability to assimilate into each area, understand the objectives of the assignments and specific departments, achieve rotation objectives, and take ownership and accountability for all projects and assignments.
Develops a broad understanding of the Vanguard Divisions, strategies, and initiatives.
Demonstrates accountability for issues by accepting ownership throughout the problem resolution process.
Takes ownership of personal and professional development through: participation in program initiated meetings and projects, attending all training sessions required by the program or rotational assignments and creating and maintaining a personal plan to track development and accomplishments throughout the year.
Navigates the organization by securing a comprehensive network of business contacts that can be leveraged to complete assigned tasks.
Utilizes appropriate tools to arrange, manipulate, and present data in a way that enables solid decision making for the business. Makes recommendations based on the data when appropriate.
Demonstrates proficiency and a thorough knowledge of Vanguard's investment methodology, policies, procedures, marketplace, and all relevant systems to complete projects as assigned.
Participates in projects. Works with various stakeholders to determine scope, gather requirements and data, recommend and implement solutions. Works with appropriate parties to plan, schedule, coordinate and manage business activities required to deliver project solutions.
Demonstrates leadership competencies and strengths in rotational and programmatic experiences.
Demonstrates high quality service to all client inquiries, including internal and/or external clients, by providing thorough and accurate information in a timely manner. Utilizes excellent CRM skills to establish effective and productive relationships in order to gain and maintain trust and respect. Effectively positions and cross-sells appropriate Vanguard products and services when applicable.
Participates in special projects and performs other duties as assigned.