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Sales Strategist

AT Vanguard
Vanguard

Sales Strategist

Malvern, PA

Vanguard has an exciting new Sales Strategist opening 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.

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.

Client-provided location(s): Malvern, PA 19355, USA
Job ID: Vanguard-166284
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Health Reimbursement Account
    • Fitness Subsidies
    • On-Site Gym
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Pet Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • On-Site Cafeteria
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • Relocation Assistance
    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Tuition Reimbursement
    • Internship Program
    • Lunch and Learns
    • Leadership Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Vanguard.