• Sales Executive

    Vanguard (Malvern, PA)


    To identify, develop or expand UHNW relationships ($5 million or more) for Vanguard, primarily capitalizing on opportunities resulting from client and prospective client calls or referrals into the BDG department.

    Duties and Responsibilities

    + Proactively identify and pursue new business opportunities with Ultra High Net Worth individuals and families.

    + Partner with Relationship Managers to identify and prioritize lead opportunities within current client base, coordinate outreach efforts, and share feedback to refine lead generation strategies.

    + Effectively present Vanguard's investment capabilities, products, and services, including investment management, retirement planning, estate planning, and tax optimization strategies.

    + Develop and implement strategic sales plans to achieve and exceed individual and team targets.

    + Collaborate with internal partners to deliver comprehensive solutions to clients.Stay informed about market trends, regulatory changes, and new products in the Wealth Management industry.

    + Participate in networking events, seminars, and community activities to enhance the organization's visibility and attract new clients.

    + Maintain accurate records of client interactions, sales activities, and pipeline management in the CRM system.

    Qualifications

    + Undergraduate degree required. Series 7, 63, and 65 or CFP required. Master’s degree or professional certifications, such as CFA preferred.

    + Eight to ten years of financial services experience with at least five years in a senior level client relationship or sales role. Three to five years of successful UHNW or Institutional relationship executive or sales experience preferred.

    + Strong understanding of investment products, financial planning, and wealth management solutions.

    + Exceptional communication, presentation, and negotiation skills.

    + Ability to build trust and rapport with Ultra High Net Worth clients.

     

    Special Factors

     

    Travel required.

     

    Vanguard is not offering visa sponsorship for this position.

     

    Special Factors

     

    Sponsorship

     

    Vanguard is not 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.