Jobs

    Field Sales Executive - Tallahassee, United States - Vanguard

    Vanguard
    Vanguard Tallahassee, United States

    2 weeks ago

    Default job background
    Description
    Field Sales Executive – RIA Channel (Florida territory)
    Field Sales Executive – RIA Channel (Florida territory)

    The RIA field sales executive identifies, builds, and develops new relationships and business opportunities with Registered Investment Advisors predominantly through in-person interactions throughout Florida and parts of the Southeast.

    Candidate must be currently based in, or willing to relocate to one of the following metro areas in the State of Florida:
    Miami, Tampa or Orlando .

    Responsibilities:


    Generates new relationships and broadens existing relationships with Registered Investment Advisors (RIAs) using a combination of electronic and in-person communication.

    Seeks to understand the philosophy, preferences, and dynamics of RIAs and their client base. Acts as a trusted advisor/consultant in matching client needs with Vanguard resources.
    Gets results by raising awareness of Vanguard's investments, products, and related services.

    Delivers key Vanguard messages through targeted activities including in-person meetings, virtual visits, phone calls, and attendance at national and regional industry conferences.

    Demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments.

    Applies this expertise, along with product knowledge, to be a credible resource to clients and prospects and to effectively position Vanguard products and services.

    Achieves established sales and activity goals within the spirit of Vanguard's Code of Ethics.

    Develops and implements a strategic sales plan to effectively identify quality new business relationships and retain currently relationships while demonstrating Vanguard capabilities for maximum success.

    Develops strong relationships with senior and executive management of prospect and client organizations.

    Coaches, collaborates, and provides insight and direction to less experienced sales executives, internal sales executives, and key internal stakeholders and partners.

    Efficiently and effectively manages time to ensure prompt and accurate work on administrative tasks and responsibilities.

    Meaningfully contributes to Vanguard's corporate initiatives – helps shape the vision, drive work forward, develop solutions, and ensure successful implementation/adoption.


    Qualifications:
    Ten years related experience. Five years in a senior level client or prospect relationship role required. Eight years of sale experience preferred.
    Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
    CFA, CFP, or CIMA preferred.
    FINRA Series 7 & 63, or ability to acquire within department guidelines.
    Company information
    We are a community of 30 million who think—and feel—differently about investing. Together, we're changing the way the world invests. Since our founding in 1975, helping investors achieve their goals has been our main reason for existence. At Vanguard, we're built differently. Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard. When you're surrounded by people who care about the same things, things tend to fall into place.

    With no other parties to answer to and therefore no conflicting loyalties, we make every decision—including keeping investing costs as low as possible—with your needs in mind.

    Because of our unique structure, your goals align with our goals.

    Whether you're investing for your first house, college for your kids, or a comfortable retirement, you can be confident we're on your side.


    That's the value of ownership Community guidelines:


    #J-18808-Ljbffr
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