Vanguard is seeking a successful sales professional to join our Wirehouse sales team as an External Field Sales Executive. As the Field Sales Executive, for the Upper Midwest, you are responsible for the growth and retention of assets that sit with the top advisors (inclusive of private wealth) 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 as you navigate the leadership and key decision-making processes of several of the largest and most sophisticated wirehouse advisor teams in the Midwest area. This role is part of a senior sales team and maintains a 1:1 partnership with an internal sales executive. You will be responsible for territory management, pipeline development, and day-to-day execution across the Upper Midwest: MN, WI, ND, SD, NE, and IA.
About Vanguard At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor's and home office level. Vanguard is currently best known for our index equity funds, which have decreased the cost of investing for millions of investors. Vanguard also sees an opportunity in terms of fixed income where we have a strong record of providing clients with improved performance at lower prices than industry alternatives. Improving fixed income investment outcomes is a strategic focus for the firm. What it takes • Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics. • Supports the largest sales relationships and independently plans and executes for material segments. • Develops a strategic sales plan for the territory and target client segments, identifying and preserving high-quality business relationships. • Effectively presents Vanguard's investment capabilities and services to prospects, clients, consultants, and industry organizations through written, verbal, and electronic media. • Develops positive relationships with senior and executive management of prospect and client organizations. • Drives results in raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities. • Implements short and long term relationship growth strategies for key territory prospects. • Uses expertise in market and competitive environments to help position Vanguard's services appropriately. • Masters knowledge of the regulatory environment, operating in compliance with applicable regulations. • Coaches, collaborates, and develops less tenured sales partners. • Participates in special projects and performs other duties as assigned. Qualifications • Ten years related experience. Eight years of experience selling to financial advisors, and at least five years of prospecting to wirehouse financial advisor teams. • FINRA Series 7 & 63. • Undergraduate degree or equivalent combination of training and experience. • CIMA, CFP or CFA is a plus. Special Factors Sponsorship...analyses to document progress, adverse trends and appropriate recommendations or conclusions Maintain legible, accurate and confidential medical records This includes documenting all medical evaluations diagnosis, procedures, treatments, outcomes, education, referrals...
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