What are the responsibilities and job description for the Broker Dealer Hybrid Sales Executive - New England position at Vangard, Inc.?
Broker Dealer Hybrid Sales Executive - New England
At Vanguard, our mission is to give investors the best chance for investment success. As a Sales Executive within our Financial Advisor Services (FAS) Broker-Dealer Channel, you will play an important role in expanding Vanguard's reach and deepening relationships with financial professionals across the broker-dealer marketplace. By combining consultative sales, industry expertise, and a client-first mindset, you will help advisors connect investors with long-term investment solutions that align with their goals.
You will work across a blend of virtual and in-person interactions, building relationships with both prospective and existing clients while representing Vanguard's values, insights, and investment capabilities.
About the Team
The Broker-Dealer Channel is responsible for building and growing relationships across the broker-dealer marketplace, including wirehouses, national and regional firms, and independent broker-dealers.
This role is dedicated to Vanguard's Independent and Regional Broker-Dealer segment and supports relationships across key firms.
What You'll Do
Develop new relationships and expand existing partnerships with distributors, advisors, and other intermediaries within the Broker-Dealer channel.
Achieve sales and retention goals while operating in accordance with Vanguard's Code of Ethics.
Create and execute strategic sales plans to identify new business opportunities and maximize the value of Vanguard's products and services.
Drive business results by increasing awareness of Vanguard investments, solutions, and resources through targeted outreach and relationship-building activities.
Engage clients and prospects through a combination of virtual meetings, phone conversations, face-to-face meetings, educational events, direct marketing efforts, and industry conferences.
Gain a deep understanding of intermediary businesses, investment philosophies, and client needs to deliver relevant insights and solutions.
Serve as a trusted resource by educating clients on Vanguard's investment offerings and helping align solutions with business objectives.
Demonstrate strong knowledge of capital markets, investment management, and industry trends to provide meaningful perspectives and support client decision-making.
Deliver presentations and represent Vanguard at client seminars, educational programs, and industry events.
Use technology to create personalized and effective client experiences across both metro and non-metro markets.
Partner closely with Field Sales and Key Account Sales colleagues to support team objectives and client outcomes.
Prioritize opportunities and determine the most effective method of engagement, balancing virtual and in-person interactions based on client needs and business goals.
Monitor key business drivers and use data and insights to inform client engagement strategies.
Participate in special projects and other responsibilities as assigned.
What We're Looking For
Five years of related professional experience, including at least three years of sales experience.
Undergraduate degree or an equivalent combination of education, training, and experience.
Graduate degree preferred.
Progress toward a Master of Business Administration (MBA), Chartered Financial Analyst (CFA), or Chartered Investment Manager (CIM) designation is preferred.
Knowledge of capital markets, investment products, and the investment management industry.
Strong relationship-building, communication, presentation, and consultative selling skills.
Ability to effectively manage priorities, work independently, and collaborate across teams.
Commitment to delivering an exceptional client experience and building lasting professional relationships.
Special Factors
Client engagement is conducted primarily through electronic and telephone communication (approximately 75%), with in-person meetings and field sales activities making up approximately 25% of the role.
The role supports clients and prospects across metro and non-metro geographic territories.
Attendance at client meetings, conferences, seminars, and industry events is required.
Requires applicable regulatory licenses and/or registrations (for example, FINRA, state, or other regulatory requirements).
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.