Accelerated Career Development Program, Sales Pathway, Senior Associate (NC)
About The Position
The Accelerated Career Development Program (ACDP) is designed to develop future leaders within Vanguard. This specific pathway focuses on sales, preparing participants for senior roles in sales-related functions. The program involves completing company-wide rotations to gain a broad understanding of Vanguard's divisions, strategies, and initiatives. Participants are expected to demonstrate accountability, ownership of their development, and build a strong network within the organization. The role requires utilizing appropriate tools for data analysis and presentation, making recommendations based on data, and demonstrating proficiency in Vanguard's investment methodology and systems. Collaboration with stakeholders on projects, from scope definition to solution implementation, is key. The program also emphasizes developing leadership competencies and providing high-quality service to clients, leveraging CRM skills to build relationships and effectively cross-selling products and services. Special projects and other assigned duties are also part of the role.
Requirements
- Undergraduate degree or equivalent combination of training and experience.
- 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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
