DCIO Regional Sales Executive
Core
Drive sales of Vanguard investment products (mutual funds and CITs) to institutional clients and advisor organizations through strategic selling and relationship building.
Role type
Senior Regional Sales Executive (Institutional)
Builds
New business relationships and sales of mutual funds and CITs for Vanguard
Domain
Financial Services / Institutional Investments
Required skills
Strategic selling, institutional sales experience, relationship management, executive presence, market analysis, prospecting
Preferred skills
Master's degree, CFA charter, Series 6 and 63 licenses, knowledge of retirement plan services
Technologies
N/A
Responsibilities
Achieve sales goals, develop strategic sales plans, partner with advisor organizations, represent products to prospects and clients, build relationships with senior management, conduct targeted prospecting
Seniority
Senior, hands-on IC