Broker Dealer Hybrid Sales Executive - New England

Vanguard•Boston, MA

3d•Hybrid

About The Position

As a Sales Executive within Vanguard’s Financial Advisor Services (FAS) Broker-Dealer Channel, you will play an important role in expanding Vanguard’s reach and deepening relationships with financial professionals across the broker-dealer marketplace. By combining consultative sales, industry expertise, and a client-first mindset, you will help advisors connect investors with long-term investment solutions that align with their goals. You will work across a blend of virtual and in-person interactions, building relationships with both prospective and existing clients while representing Vanguard’s values, insights, and investment capabilities. The Broker-Dealer Channel is responsible for building and growing relationships across the broker-dealer marketplace, including wirehouses, national and regional firms, and independent broker-dealers. This role is dedicated to Vanguard's Independent and Regional Broker-Dealer segment and supports relationships across key firms.

Requirements

Five years of related professional experience, including at least three years of sales experience.
Undergraduate degree or an equivalent combination of education, training, and experience.
Knowledge of capital markets, investment products, and the investment management industry.
Strong relationship-building, communication, presentation, and consultative selling skills.
Ability to effectively manage priorities, work independently, and collaborate across teams.
Commitment to delivering an exceptional client experience and building lasting professional relationships.
Requires applicable regulatory licenses and/or registrations (for example, FINRA, state, or other regulatory requirements).

Nice To Haves

Graduate degree preferred.
Progress toward a Master of Business Administration (MBA), Chartered Financial Analyst (CFA), or Chartered Investment Manager (CIM) designation is preferred.

Responsibilities

Develop new relationships and expand existing partnerships with distributors, advisors, and other intermediaries within the Broker-Dealer channel.
Achieve sales and retention goals while operating in accordance with Vanguard’s Code of Ethics.
Create and execute strategic sales plans to identify new business opportunities and maximize the value of Vanguard’s products and services.
Drive business results by increasing awareness of Vanguard investments, solutions, and resources through targeted outreach and relationship-building activities.
Engage clients and prospects through a combination of virtual meetings, phone conversations, face-to-face meetings, educational events, direct marketing efforts, and industry conferences.
Gain a deep understanding of intermediary businesses, investment philosophies, and client needs to deliver relevant insights and solutions.
Serve as a trusted resource by educating clients on Vanguard’s investment offerings and helping align solutions with business objectives.
Demonstrate strong knowledge of capital markets, investment management, and industry trends to provide meaningful perspectives and support client decision-making.
Deliver presentations and represent Vanguard at client seminars, educational programs, and industry events.
Use technology to create personalized and effective client experiences across both metro and non-metro markets.
Partner closely with Field Sales and Key Account Sales colleagues to support team objectives and client outcomes.
Prioritize opportunities and determine the most effective method of engagement, balancing virtual and in-person interactions based on client needs and business goals.
Monitor key business drivers and use data and insights to inform client engagement strategies.
Participate in special projects and other responsibilities as assigned.