Field Sales Executive, Upstate New York/Pittsburgh-Wires

The Vanguard Group • New York, NY

278d • Hybrid

About The Position

As the Field Sales Executive for Upstate NY/Pittsburgh, you are responsible for the growth and retention of assets that sit within the private wealth hubs of the Wirehouse channel in the territory. In addition, you will assist in the ongoing retention of key accounts, as well as exhibit the highest-producing sales skills and in-depth product knowledge of fixed income strategies and other asset classes. You will navigate the leadership and key decision makers/procedures at the largest and most sophisticated Wirehouse teams in Pittsburgh, Rochester, Buffalo, Syracuse, Albany, and Burlington, VT.

Requirements

• Ten years related experience.
• Eight years of experience selling to financial advisors.
• At least five years of prospecting to corner office financial advisors in Upstate NY required.
• FINRA Series 7 & 63.
• Undergraduate degree or equivalent combination of training and experience.

Nice To Haves

• CFA preferred.
• Graduate degree is a plus.

Responsibilities

• Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
• Supports the largest sales relationships and independently plans and executes for material segments.
• Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics.
• Provides guidance to less experienced sales executives.
• Develops a strategic sales plan for a specific territory and/or target client segment to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
• Effectively presents Vanguard's investments capabilities and services to prospects, clients, consultants, and industry organizations through written, verbal, and electronic media.
• Develops positive relationships with senior and executive management of prospect and client organizations.
• Drives results by raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities.
• Implements long term relationship growth strategies for key territory prospects.
• Covers the largest and most complex prospects and/or accounts.
• Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
• Develops knowledge of regulatory environment and ensures that Vanguard operates in compliance with applicable regulations.
• Coaches, collaborates, and provides insight and direction to less experienced sales executives and internal partners.
• Participates in special projects and performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree