Bilingual Business Development Manager

Job Description

Bilingual Business Development Manager

The Business Development Manager partners with a Sales Executive and is responsible for new business development and relationship management within key intermediary distribution channels within Quebec. This particular role supports certain parts of the Quebec province, therefore the need is for someone who is fully Bilingual (French and English).

This opportunity can be based in Montreal (working from home) or at Vanguard Canada's main office in Toronto (on a hybrid schedule).

Duties and Responsibilities:

• Develops new relationships existing relationships through targeted prospecting activities. Prospect for new relationships and identify potential face to face meeting candidates for the external sales executives.
• Partners with external Sales Executive and internal Sales Associate to create and execute on specific regional sales plans.
• Achieves sales and sales activity targets within the spirit of Vanguard's Code of Ethics.
• Raises awareness of Vanguard's investment products and related services and deliver 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.
• 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 clients and prospective clients, and positions Vanguard products and services effectively.
• Follow up on sales calls and provide external sales with telephone, administrative, and sales support.
• Support development of National account strategy and follow up on dealer specific initiatives.
• Leads/participates in other projects/duties as assigned.

Qualifications:

• Undergraduate degree or equivalent combination of experience and training.
• Minimum three years financial services industry experience including at least one year mutual fund wholesaling experience preferred.
• CSC required. Pursuit of CIM, MBA, or CFA preferred.
• 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.

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.

Vanguard is not offering visa sponsorship for this position.

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.