Field Sales Executive - Broker Dealer Channel (Houston, TX territory)

Job Description

Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks a field sales executive for the Financial Advisor Services sales team to market Vanguard's exchange-traded funds and mutual funds to intermediary advisor firms. As a field sales executive, you will increase the market share of these products through a targeted consultative sales approach that involves face-to-face meetings, group presentations, and attendance at regional and national industry conferences. The ideal candidate will be based in the Greater Houston, TX area and will be responsible for covering Houston, San Antonio and Austin, TX.

Duties and Responsibilities

• Develops new relationships and maintains and broadens existing relationships with financial advisors in assigned market segment and geographical territory through targeted prospecting activities.
• Achieves sales and sales activity goals within the spirit of Vanguard's Code of Ethics.
• Raises awareness of Vanguard's investments products and related services and deliver key Vanguard messages through targeted prospecting activities including but not limited to; cold-calling, direct mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences.
• Develops, maintains and broadens intermediary relationships by thoroughly understanding the philosophy and dynamics of the advisor/organization (investment philosophy, client base, product preference, etc.) and acts as a trusted advisor/consultant in matching needs with Vanguard products and services. Educates advisors on the benefits of Vanguard and our product offerings.
• Develops a high level of expertise related to the capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a trusted advisor to client and prospective clients, and positions Vanguard products and services effectively.
• Partners with select advisors/firms to participate in special events, client seminars, and key producer educational meetings and events.
• Works in team environment with assigned internal wholesaler(s) and other crew that impact the success of the group.
• Responsible for reporting sales activities to support Vanguard Unmatchable Excellence programs.
• Leads/participates in other projects/duties as assigned.

Qualifications

• Undergraduate degree or equivalent combination of experience and training.
• Five to eight years financial services industry with at least five years wholesaling experience.
• 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. Familiarity with Vanguard a plus.
• Good working knowledge of PC and MS Office software. Understanding of CRM systems.
• FINRA Series 63 and 7.
• Ability to travel 50% - 75% required.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.