Senior Business Development Manager

Vanguard•Toronto, ON

1d•CA$90,000 - CA$140,000•Hybrid

About The Position

The Senior Business Development Manager is responsible for developing and maintaining intermediary relationships through targeted prospecting and sales activities. Working closely with External Sales Executives and Sales Associates, the individual will execute regional sales plans, identify new business opportunities, and increase awareness of Vanguard's investment products and services. The individual will develop expertise in capital markets, investment management, and industry trends, provide sales and administrative support to external sales partners, support national account and dealer initiatives, achieve sales and activity targets in accordance with Vanguard's Code of Ethics, and contribute to additional projects as assigned.

Requirements

Undergraduate degree or equivalent combination of experience and training.
Minimum five years’ financial services industry experience including at least three years ETF experience.
CSC required.
Superior oral and written communication skills.
Demonstrated executive presence, poise, and presentation skills.
Ability to work independently and adapt quickly and resourcefully to changing situations while traveling for business.
Excellent relationship management skills.
Thorough knowledge of investments and competitive environment.
Good working knowledge of PC and MS Office software.
Understanding of CRM systems.

Nice To Haves

Mutual fund wholesaling experience preferred.
Pursuit of CIM, MBA, or CFA preferred.
Familiarity with Vanguard a plus.
Experience with Morningstar Direct and Bloomberg preferred.

Responsibilities

Develop new and maintain existing relationships through targeted prospecting activities, highlighting promising prospects to the external sales executives for face-to-face meetings.
Partner with external sales executives and internal sales associates to create and execute on specific regional sales plans.
Achieve sales and sales activity targets within the spirit of Vanguard's Code of Ethics.
Raise awareness of Vanguard's investment products and related services while delivering key Vanguard messages through targeted prospecting activities including but not limited to: cold calling, direct mail campaigns, and attendance at national and regional industry conferences.
Host face-to-face meetings with advisors where needed and deliver presentations and client seminars when appropriate.
Develop, maintain, and broaden intermediary relationships by thoroughly understanding the philosophy and dynamics of the advisor/organization (investment philosophy, client base, product preference, etc.), acting as a trusted advisor/consultant in matching needs with Vanguard products and services.
Educate advisors on the benefits of Vanguard and our product offerings.
Develop a high level of expertise related to capital markets, the investment management industry, and marketplace developments.
Follow up on sales calls and provide external sales with administrative and sales support.
Support development of the national account strategy and follow up on dealer specific initiatives.