• Broker/Dealer National Accounts, Product…

    Vanguard (Malvern, PA)


    Broker/Dealer National Accounts, Product and Platform Partnerships:

    + Interacts with the product and research teams at national broker/dealers to understand their priorities and position Vanguard’s product offer with the goal of attaining new products on platform, placements on recommended lists and within home office model solutions.

    + Works closely with internal business partners to deliver the full capabilities of Vanguard’s offer to our clients.

    + Partners with aligned field sales teams to position sales ideas and ways we can increase engagement with prioritized clients.

    + Possesses a deep understanding of the advisor industry, trends in the marketplace, and competitor products and offerings.

    + Important input to overall client strategies with an eye on flawless execution.

    + Utilizes data to understand trends and assess best opportunities.

    + Can communicate effectively with clients and all levels of the organization.

    + Manages the sales opportunity pipeline, provides regular updates, and thinks creatively about how to win new business.

    What it takes:

    + Five years related work experience. At least two years of working within intermediary advisor distribution. National accounts experience preferred.

    + Undergraduate required. Graduate degree preferred.

    + CFA, CIMA, CFP, etc preferred.

    + This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

     

    Special Factors

     

    Sponsorship

     

    Vanguard is offering visa sponsorship for this position.

     

    About Vanguard

     

    At Vanguard, we don't just have a mission—we're on a mission.

     

    To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

     

    How We Work

     

    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. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.