Description

Vanguard is seeking talented and driven individuals to join our new and growing team in Miami. This is a unique opportunity to join one of the largest asset management firms to cover the US Offshore market. Requirements: bilingual (English and Spanish), experience in sales / relationship management, strategic thinking, and deep investment acumen. Progress towards MBA / CFA preferred. 

Core Responsibilities

Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics. Implements a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.Drives sales results by raising awareness of Vanguard's investments, products, and related services. Delivers key Vanguard messages through targeted prospecting activities including cold-calling, direct mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences. Client and prospect interaction is a combination of virtual and in-person contact.Develops, maintains, and broadens relationships using a combination of electronic and in-person communication. Seeks and understands the philosophy, preferences, and dynamics of the intermediary and their client base. Acts as a trusted advisor/consultant in matching client needs with Vanguard products and services. Educates clients on Vanguard product offerings.Develops and demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a credible resource to clients and prospects and to effectively position Vanguard products and services.Hosts in-person meetings and presents Vanguard products at client seminars, educational opportunities, and other events. Builds credibility of Vanguard products and services, establishes durable relationships, and generates actionable sales ideas.Leverages virtual technology to create a more personal experience and to reach clients and prospects in metro and non-metro geographic locations.Partners with and supports field sales and key account sales executives as needed.Participates in special projects and performs other duties as assigned.

Qualifications

Five years related work experience. One year of sales experience required.Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.Progress towards MBA, CFA, CIM preferred.

*Vanguard is not sponsoring for this position

Special Factors

Sponsorship

Vanguard is 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.