Sales Support Coordinator, Senior Associate

The Vanguard Group•Scottsdale, PA

41d•Hybrid

About The Position

Vanguard is on a mission to work for the long-term financial wellbeing of its clients, lead through product and services that transform clients' lives, and to learn and develop skills as individuals and as a team. This role supports sales executives with tactical and analytical support, client follow-up, and sales-related logistics to maximize client and prospect engagement. Vanguard has implemented a hybrid working model for the majority of its crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. The company believes its mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Requirements

Two years related work experience preferred.
Undergraduate degree or equivalent combination of training and experience.
This job requires a regulatory license and/and or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Responsibilities

Assists sales crew in populating and auditing client and prospect databases.
Provides sales crew with research or analyses of financial markets, products, and services.
Coordinates follow up from sales executives and other crew.
Responds to medium complexity inquiries from potential and current clients.
Supports sales executives with a variety of tactical and analytical support as well as and client follow up requests to enable sales executives to maximize external client and prospect engagement.
Coordinates and participates in sales meetings, events, and other logistics for sales related activities.
Gathers metrics for data analysis.
Improves sales and client relationship management outcomes.
Outlines advantages and disadvantages to sales executives or clients on proposed solutions.
Participates in special projects and performs other duties as assigned.