Core Responsibilities

• Acts as the subject matter expert in a given market or channel's strategy. Enables the sales strategy and identifies the marketing approach to target specific clients or channels.
• Identifies new ideas and best practices based on external understanding of the market. Experiments new approaches in sales and marketing to optimize the way sales teams approach clients and channels.
• Provides insights to the sales teams related to competitors and provides novel approaches to continuously enhance sales.
• Coordinates across multiple working teams and departments and collates material related to various inquiries submitted by clients and prospects.
• Designs high level department presentations for use by sales teams in various internal and external speaking engagements. Provides information in an easily understood and creative format.
• Supports sales team and develops presentations on a wide variety of topics and leverages knowledge and expertise of other departments and teams (e.g., marketing) to pull in appropriate reference material and presentation format.
• Participates in special projects and performs other duties as assigned.
  
  
  

Qualifications

• Five years related work experience. Two years of sales, marketing, or relationship management experience preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFP, CFA, or investment related certification 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.