DCIO Regional Sales Executive

The Vanguard Group•Charlotte, PA

2d•Hybrid

About The Position

The DCIO Regional Sales Executive achieves investment product sales goals through strategic selling and develops a sales plan for an assigned territory to identify quality business relationships and make effective use of Vanguard capabilities. The role partners with advisor organizations to build awareness and acceptance of Vanguard mutual funds and collective investment trusts (CITs), and represents Vanguard’s products and capabilities to prospects, clients, and industry organizations through meetings, conferences, and written, verbal, and electronic communications. The executive develops relationships with senior and executive management at prospect and client organizations, identifies their needs, and proposes appropriate Vanguard solutions. The role also uses knowledge of market and competitive conditions to position Vanguard products and related services, raises awareness through targeted prospecting, and guides other sales executives, extended sales team members, and support staff in new business development. Special projects and other assigned duties are included. Frequent travel of 50% or more is required. Vanguard is not offering visa sponsorship for this position. Vanguard describes its mission as supporting clients’ long-term financial wellbeing, leading with products and services, and developing individual and team skills. Its hybrid working model is intended to balance flexibility with in-person learning, collaboration, and connection.

Requirements

Undergraduate degree or equivalent combination of training and experience.
Eight to ten years of financial services experience.
Three to five years of successful institutional sales experience is preferred.
Extensive knowledge of institutional investment offerings and/or retirement plan services and the competitive landscape.
Excellent executive presence, poise, and presentation skills.
Series 6 and 63 licenses, or the ability to obtain them within 60 days.
Frequent travel of 50% or more is required.

Nice To Haves

Master’s degree and/or Chartered Financial Analyst (CFA) designation.
Three to five years of successful institutional sales experience.
Strong knowledge of the institutional competitive environment.

Responsibilities

Achieve established investment product sales goals through strategic selling activities.
Provide leadership and guidance to sales executives, extended sales team members, and support staff to promote high performance in new business development.
Develop a strategic sales plan for the assigned territory to identify quality business relationships and leverage Vanguard capabilities.
Partner with advisor organizations to raise awareness of and drive acceptance of Vanguard mutual funds and CITs.
Represent Vanguard’s investment products and broader capabilities to prospects, clients, and industry organizations in meetings, conferences, and written, verbal, and electronic communications.
Develop relationships with senior and executive management of prospect and client organizations.
Identify prospect and client needs and propose appropriate Vanguard solutions.
Raise awareness of Vanguard investments through targeted prospecting.
Use knowledge of market and competitive environments to position Vanguard investment products and related services.
Participate in special projects and perform other duties as assigned.