Sales Analyst - Direct Indexing
Core
Sales Analyst supporting Vanguard Personalized Indexing (VPI) by driving sales strategy, enablement, competitive intelligence, and home office platform implementations for direct indexing separately managed accounts.
Role type
Senior Sales Analyst (Direct Indexing)
Builds
Sales enablement resources, competitive intelligence reports, and platform integration workflows for VPI distribution.
Domain
Financial Services / Wealth Management / Direct Indexing
Deliverable
product features
Required skills
sales strategy, competitive intelligence, project management, cross-functional coordination, sales enablement, investment acumen, data analysis, platform integration, automation
Preferred skills
direct indexing, personalized indexing, SMAs, private wealth management, tax-aware investing, bank/broker-dealer distribution channels
Technologies
artificial intelligence, automation tools, data analytics platforms
Responsibilities
Partner with Marketing to set content priorities and steer the content pipeline; Lead home office implementations for VPI placements on broker/dealer and bank SMA sponsor platforms; Own monthly and quarterly sales reporting; Develop competitive intelligence on direct indexing and SMA providers; Create and maintain sales enablement resources for FAS Sales teams; Lead complex cross-functional projects with independence; Identify and implement AI/automation opportunities to improve scalability.
Seniority
Senior, hands-on IC