The Hybrid Sales Executive develops and deepens relationships with advisors and other financial intermediaries to drive sales and retention of Vanguard investment products
Job Summary
The Hybrid Sales Executive develops and deepens relationships with advisors and other financial intermediaries to drive sales and retention of Vanguard investment products.
Achieves established sales, asset growth, and retention goals while operating in alignment with Vanguard’s Code of Ethics.
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.
Matching Summary
The Hybrid Sales Executive develops and deepens relationships with advisors and other financial intermediaries to drive sales and retention of Vanguard investment products.
Skills & Requirements
Must-have
Drive sales and retention
Develop intermediary relationships
Virtual and in-person engagement
Capital markets expertise
Investment management industry knowledge
Nice-to-have
Trusted resource and relationship manager
Mission-driven and collaborative culture
Long-term client outcomes
Enrich employee experience
Key Requirements
Five or more years of related professional experience
At least one year in a sales or client-facing role
Bachelor’s degree or equivalent
Progress toward professional designations preferred