The Bilingual Business Development Manager will partner with a Quebec-based Field Sales Executive who is primarily responsible for new business development and relationship management within key intermediary distribution channels in Canada, mostly in the Province of Quebec.
Responsibilities:
- Develops new relationships existing relationships through targeted prospecting activities. Prospect for new relationships and identify potential face to face meeting candidates for the external sales executives.
- Partners with external Sales Executive and internal Sales Associate to create and execute on specific regional sales plans.
- Achieves sales and sales activity targets within the spirit of Vanguard's Code of Ethics.
- Raises awareness of Vanguard's investment products and related services and deliver key Vanguard messages through targeted prospecting activities including but not limited to: cold calling, direct mail campaigns, and attendance at national and regional industry conferences.
- Develops, maintains, and broadens intermediary relationships by thoroughly understanding the philosophy and dynamics of the advisor/organization (investment philosophy, client base, product preference, etc.) and acts as a trusted advisor/consultant in matching needs with Vanguard products and services. Educates advisors on the benefits of Vanguard and our product offerings.
- Develops a high level of expertise related to the capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a trusted advisor to clients and prospective clients, and positions Vanguard products and services effectively.
- Follow up on sales calls and provide external sales with telephone, administrative, and sales support.
- Support development of National account strategy and follow up on dealer specific initiatives.
- Leads/participates in other projects/duties as assigned.
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Qualifications:
- Undergraduate degree or equivalent combination of experience and training.
- Minimum three years financial services industry experience including at least one year mutual fund wholesaling experience preferred.
- Bilingual; French & English required.
- CSC required. Pursuit of CIM, MBA, or CFA preferred.
- Superior oral and written communication skills.
- Demonstrated executive presence, poise, and presentation skills.
- Ability to work independently and adapt quickly and resourcefully to changing situations while traveling for business.
- Excellent relationship management skills.
- Thorough knowledge of investments and competitive environment. Familiarity with Vanguard a plus.
- Good working knowledge of PC and MS Office software. Understanding of CRM systems.
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.