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Senior Institutional Sales Executive At Vanguard

Location: Toronto, Ontario

Job Description

The Institutional Sales Executive will build the institutional asset base with quality new business relationships and assist with the Relationship Management of existing clients.

Duties and Responsibilities

  • Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
  • Develops a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
  • Effectively presents Vanguard's investments and services to prospects, clients and industry organizations through written, verbal and electronic media.
  • Develops strong relationships with senior and executive management of prospect and client organizations.
  • Raises awareness of Vanguard's investments and services through targeted prospecting activities.
  • Implements long term relationship growth strategies for key territory prospects.
  • Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
  • Provides support to other members of the Sales & RM team and guidance to the support staff to achieve highest levels of performance.
  • Supports corporate initiatives and actively participate in programs as appropriate.
  • Participates in special projects and performs other duties as assigned.

Qualifications

  • 8 - 10 years financial services experience with at least five years in a senior level client or prospect relationship role. Three to five years of successful institutional sales experience preferred.
  • Proven ability to think and perform strategically, bringing innovative solutions to complex client or prospect situations.
  • Proven ability to successfully develop strong working relationships with executive management in the prospect organization and internally within Vanguard.
  • Extensive knowledge of institutional investment offerings.
  • Strong knowledge of the institutional competitive environment.
  • Excellent executive presence, poise and presentation skills.
  • Excellent verbal and written communication skills.
  • Strong leadership and personnel development skills.
  • Undergraduate degree or equivalent combination of training and experience.
  • Advanced degree (MBA) and professional designations (i.e. CFA) preferred
  • Excellent commands of English is a must and proficiency in the language of the target markets is highly recommended.

Special Factors

  • Frequent travel required.
  • Vanguard is not offering visa sponsorship for this position.
  • Vanguard welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.