Large Market Direct Sales Executive, Investments, West
Core
Drive significant growth in Vanguard's institutional asset base by developing and converting highest-priority strategic relationships and whitespace opportunities for large prospective and underpenetrated institutional accounts.
Role type
Senior IC large market direct sales executive (investments)
Builds
Institutional investment solutions for DC, DB, corporate, and other institutional assets
Domain
Financial services / Institutional investments
Deliverable
client delivery
Required skills
Complex institutional sales, Strategic account planning, Executive relationship management, Cross-functional leadership, Opportunity origination, Negotiation
Preferred skills
Master's degree, CFA, Coaching sales professionals, Advanced strategic account planning
Technologies
Mutual funds, CITs, Retirement plans, Investment products
Responsibilities
Achieve institutional investment sales goals by originating and closing complex opportunities; Own strategy and commercial development of assigned strategic accounts; Develop senior and executive-level relationships with sophisticated institutional buyers; Create new opportunities and develop institutional whitespace; Lead complex institutional sales processes including RFI/RFP activity and negotiations; Maintain senior-level accountability for pipeline quality and forecasting; Provide leadership by coaching aligned sales resources and sharing market intelligence.