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Business Development Representative

2 months ago

Denver, Colorado, United States The Vanguard Group Full time
About the Role

The Field Sales Executive - RIA Channel is a key position that identifies, builds, and develops new relationships and business opportunities with Registered Investment Advisors through in-person interactions.

Key Responsibilities:
  • Generates new relationships and broadens existing relationships with Registered Investment Advisors (RIAs) using a combination of electronic and in-person communication.
  • Understands the philosophy, preferences, and dynamics of RIAs and their client base, acting as a trusted advisor/consultant in matching client needs with Vanguard resources.
  • Drives 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 industry conferences.
  • Utilizes expertise and product knowledge to be a credible resource to clients and prospects, effectively positioning 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.
  • 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, helping shape the vision, drive work forward, develop solutions, and ensure successful implementation/adoption.
Requirements:
  • Ten years related experience, with five years in a senior level client or prospect relationship role in the RIA Channel.
  • Eight years of sales 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 90 days.
About Vanguard:

Vanguard is a global market leader that invests with purpose. We believe that investing doesn't just end in value, it starts with values. Our continued commitment to diversity and inclusion is firmly rooted in our culture, guided by the statement 'Do the right thing.'

We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.