Vanguard | Client Sales Executive | Sydney
vor 4 Wochen
About Vanguard More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently.
A company with no external shareholders.
Where all the profits were invested back into the business and used to lower costs.
Evidently, it was as bold as it was brilliant.
To this day, Vanguard Group still has no external shareholders.
That means no share prices to protect, and no profits to generate for outside owners.
Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide.
For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation.
Our Team & Opportunity
As part of our Financial Adviser Services (FAS) team, FAS is dedicated to supporting our clients' investment decision-making process and connecting them to Vanguard's broad suite of investment products, tools, and services.
We do this through our experienced team which sits across Regional Sales Executives, Sales Specialists, Adviser Offer, and Sales Enablement.
As the Sales Executive, you will identify, build, and develop new business opportunities for Vanguard, as well as assist in the ongoing retention of key accounts.
You will continue to develop sales skills and product knowledge while covering smaller or less complex prospects and/or accounts independently.
Additionally, you will assist more senior sales executives and managers with larger and complex prospects and/or accounts.
What you will do
Drive your own pipeline and panel management, identify new opportunities, and establish relationships with new Vanguard clients.
Responsible for driving increased net cash flow across the panel.
Collaborate with internal stakeholders (i.e., Client Offer, Marketing, Product) to drive collaborative solutions that deliver on client requirements.
Work closely with the Adviser community to promote Vanguard's portfolio construction philosophy, investment beliefs, and products.
Collaborate on relevant sales opportunities to leverage insights and successes.
Implement sales philosophy, methodology, and behaviors framework to know our clients deeply and increase our channel efficiency and effectiveness.
Leverage data to make better decisions, identify opportunities, and effectively manage your book of business.
What we are looking for
Demonstrated experience within sales & business development in the investment management space.
A natural flair for building relationships, providing effective guidance & influence to attain the best outcomes for our customers and advisers.
Demonstrated ability to collaborate and leverage expertise to deliver results for clients.
Embraces change and contributes to a positive team culture.
Specialisations that will make an impact
Demonstrated experience advising clients on complex concepts in a clear and concise manner.
Highly driven, results-oriented self-starter.
Tertiary qualified in a related field.
Relevant postgraduate qualifications (i.e., CIMA, CA, CFA, MBA) would be highly regarded.
Successful completion of the RG146 certification.
Special Factors
Vanguard is not offering visa sponsorship for this position.
Inclusion Statement
Vanguard's continued dedication to diversity and inclusion is firmly rooted in our culture.
Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve.
We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Please contact us to request accommodation.
Recruitment agencies please note: Vacancies are managed by the Vanguard Talent Acquisition Team.
Should external recruitment assistance be required, the TA Team will reach out to Vanguard agency partners directly.
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.
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Client Sales Executive
vor 4 Wochen
Sydney, Österreich Vanguard VollzeitAbout VanguardMore than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently.A company with no external shareholders.Where all the profits were invested back into the business and used to lower costs.Evidently, it was as bold as it was brilliant.To this day, Vanguard Group still has no external shareholders.That...
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Client Sales Executive
vor 4 Wochen
Sydney, Österreich Vanguard VollzeitAbout VanguardMore than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders....
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