Vanguard has an exciting new Sales Analyst position open in our Financial Advisor Services team. Empower your aligned sales executive with data-driven insights about the book of business and direct client engagement to drive growth. Analyze market trends, identify opportunities, and provide strategic recommendations to optimize sales. Leverage investment expertise (particularly in fixed income) to strengthen client relationships and influence decisions. Ideal candidates are strategic thinkers with strong client engagement and organizational savviness.
Responsibilities
- Strategizes directly with sales professionals and/or sales managers to inform and promote the sales strategy and growth objectives. Anticipates and identifies client needs. Analyzes prospect opportunities using complex quantitative and qualitative analysis.
- Researches prospects and conducts market research and analysis of competitors. Demonstrates and develops an expert understanding of capital markets, asset management, and the financial services industry.
- Interprets, analyzes, organizes, and presents sales data to senior leaders to enable informed decision making and optimize sales activities and growth objectives. Incorporates deep competitive intelligence of the industry and product lines to provide the most sophisticated and informed recommendations.
- May partner with crew focused on RFP/RFI engagements to provide accurate and understandable sales data.
- Provides guidance and analysis of the markets, territories, client needs and utilization, and prospect opportunities to develop and advance the strategic sales business plan.
- Participates in special projects and performs other duties as assigned.
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Qualifications
- Five years related work experience. Two years of sales experience preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- CFA, CIMA, CFP or Graduate degree preferred.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
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.
Our commitment to diversity, equity, and inclusion
Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse-one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we're on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care-for our clients, our communities, and each other.
Vanguard's DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report .
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.