Hybrid Sales Executive

Job Description

Hybrid Sales Executive

The Hybrid Sales Executive will develop and improve relationships with advisors, distributors, and other intermediaries through predominantly electronic and telephone communication (75%) as well as some field sales activity (25%). You will be responsible for distributing Vanguard Mutual Funds and ETFs to MFDA licensed advisors throughout Western Canada, and to IIROC licensed advisors in targeted areas.

Core Responsibilities:

• Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics. Implements a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
• Drives sales results by raising awareness of Vanguard's investments, products, and related services. Delivers key Vanguard messages through targeted prospecting activities including cold-calling, direct mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences. Client and prospect interaction is a combination of virtual and in-person contact.
• Develops, maintains, and broadens relationships using a combination of electronic and in-person communication. Seeks and understands the philosophy, preferences, and dynamics of the intermediary and their client base. Acts as a trusted advisor/consultant in matching client needs with Vanguard products and services. Educates clients on Vanguard product offerings.
• Develops and demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a credible resource to clients and prospects and to effectively position Vanguard products and services.
• Hosts in-person meetings and presents Vanguard products at client seminars, educational opportunities, and other events. Builds credibility of Vanguard products and services, establishes durable relationships, and generates actionable sales ideas.
• Leverages virtual technology to create a more personal experience and to reach clients and prospects in metro and non-metro geographic locations.
• Partners with and supports field sales and key account sales executives as needed.
• Participates in special projects and performs other duties as assigned.

Qualifications:

• Five years related work experience. One year of sales experience required.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• Progress towards MBA, CFA, CIM preferred.
• Ability to travel 25% to Western Canada.

COVID-19 Vaccine Policy – In accordance with Vanguard Investment Canada Inc. policy, all individuals entering a Canadian site (including but not limited to employees, visitors and contingent workers) must be fully vaccinated against COVID-19. Accommodation from these requirements for reasons pursuant to the Ontario Human Rights Code, or any other applicable law (mainly medical or religious reasons) will be reviewed and considered by Vanguard.

Vanguard is not offering visa sponsorship for this position.

Vanguard welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Future of Work

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.