Sales Support Consultant, Specialist

Vanguard • Malvern, PA

23h • Hybrid

About The Position

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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Requirements

• Five years related work experience.
• 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.
• Sponsorship Vanguard is not offering visa sponsorship for this position.

Nice To Haves

• Two years of sales, marketing, or relationship management experience preferred.
• Graduate degree preferred.
• CFP, CFA, or investment related certification preferred.

Responsibilities

• Acts as the subject matter expert in a given market or channel's strategy. Enables the sales strategy and identifies the marketing approach to target specific clients or channels.
• Identifies new ideas and best practices based on external understanding of the market. Experiments new approaches in sales and marketing to optimize the way sales teams approach clients and channels.
• Provides insights to the sales teams related to competitors and provides novel approaches to continuously enhance sales.
• Coordinates across multiple working teams and departments and collates material related to various inquiries submitted by clients and prospects.
• Designs high level department presentations for use by sales teams in various internal and external speaking engagements. Provides information in an easily understood and creative format.
• Supports sales team and develops presentations on a wide variety of topics and leverages knowledge and expertise of other departments and teams (e.g., marketing) to pull in appropriate reference material and presentation format.
• Participates in special projects and performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level