Field Sales Executive, Wires-DC, Maryland, and Northern VA

Vanguard • Richmond, VA

119d • Hybrid

About The Position

As the Field Sales Executive for Washington DC, Northern VA, and MD suburbs, you are responsible for the growth and retention of assets that sit within the private wealth hubs of the wirehouse channel (Merrill Lynch/Morgan Stanley/UBS/Wells Fargo including FINET) in the territory. In addition, you will exhibit the highest-producing sales skills and in-depth product knowledge of fixed income strategies, and other asset classes. Navigates the leadership and key decision-making processes of the largest and most sophisticated wirehouse advisor teams in the metro Washington DC area.

Requirements

• Ten years related experience.
• Eight years of experience selling to financial advisors.
• At least five years of prospecting to wirehouse financial advisor teams.
• FINRA Series 7 & 63.
• Undergraduate degree or equivalent combination of training and experience.

Nice To Haves

• CIMA or CFP.

Responsibilities

• Achieves established sales and retention goals.
• Supports the largest sales relationships and independently plans and executes for material segments.
• Develops a strategic sales plan for a specific territory and/or target client segment.
• Effectively presents Vanguard's investments capabilities and services to prospects, clients, consultants, and industry organizations.
• Develops positive relationships with senior and executive management of prospect and client organizations.
• Implements long term relationship growth strategies for key territory prospects.
• Uses expertise in market and competitive environments to help position Vanguard's services appropriately.
• Develop knowledge of regulatory environment and ensure 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: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree