Field Sales Executive - Broker Dealer channel (Pac NW territory) - Military veterans preferred

A Message About COVID-19 Vanguard remains committed to hiring for key roles in our organization. Our HR and Recruiting Teams are dedicated to providing you with support during the application, interview, and onboarding processes throughout which we will leverage a variety of digital and virtual tools. We appreciate your flexibility and understanding during this time. If there isnt a role listed on our careers site in your area of interest, please join our Talent Community so that our recruiters can contact you when we have a role that might be of interest.

Location Remote
The Field Sales Executive identifies, builds, and develops new business opportunities for Vanguard focused on Wirehouses. Assists in the ongoing retention of key accounts. Exhibits highest-producing sales skills and in-depth product knowledge (ETFs and Mutual Funds). Navigates the leadership and key decision makers/procedures at the largest and most complex prospects and/or accounts in the Pacific Northwest (OR, WA, AK).
The ideal candidate will be based within the Portland, OR or Seattle, WA areas.
**Responsibilities:**
* Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
* Supports the largest sales relationships and independently plans and executes for material segments. Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics. Provides guidance to less experienced sales executives.
* Develops a strategic sales plan for a specific territory and/or target client segment to
The Field Sales Executive identifies, builds, and develops new business opportunities for Vanguard focused on Wirehouses. Assists in the ongoing retention of key accounts. Exhibits highest-producing sales skills and in-depth product knowledge (ETFs and Mutual Funds). Navigates the leadership and key decision makers/procedures at the largest and most complex prospects and/or accounts in the Pacific Northwest (OR, WA, AK).
The ideal candidate will be based within the Portland, OR or Seattle, WA areas.
**Responsibilities:**
* Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
* Supports the largest sales relationships and independently plans and executes for material segments. Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics. Provides guidance to less experienced sales executives.
* Develops a strategic sales plan for a specific territory and/or target client segment to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
* Effectively presents Vanguard's investments capabilities and services to prospects, clients, consultants, and industry organizations through written, verbal, and electronic media.
* Develops strong relationships with senior and executive management of prospect and client organizations. Drives results by raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities. Prospect activities may include cold calling, face-to-face meetings, targeted mailings, hosting seminars, and attendance at industry conferences.
* Implements long term relationship growth strategies for key territory prospects. Covers the largest and most complex prospects and/or accounts.
* Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
* Develops knowledge of regulatory environment and ensures that Vanguard operates in compliance with applicable regulations.
* Coaches, collaborates, and provides insight and direction to less experienced sales executives and internal partners.
* Participates in special projects and performs other duties as assigned.
**Qualifications:**
* Ten years related experience. Five years in a senior level client or prospect relationship role required. Eight years of sales experience preferred.
* Undergraduate degree or equivalent combination of training and experience.
* Graduate degree preferred.
* CIMA or CFA preferred.
* This job requires a regulatory license and/or registration (FINRA Series 7 & 63).
**Vanguard is not offering visa sponsorship for this opportunity**
**About Vanguard**
We are Vanguard. Together, were changing the way the world invests.
For us, investing doesnt just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can

get so much more in return. We invest with purpose

and thats how weve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Lets make it count.
**Inclusion Statement**
Vanguards continued commitment 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 Vanguards 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.
**Future of Work**
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process

please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
The Field Sales Executive identifies, builds, and develops new business opportunities for Vanguard focused on Wirehouses. Assists in the ongoing retention of key accounts. Exhibits highest-producing sales skills and in-depth product knowledge (ETFs and Mutual Funds). Navigates the leadership and key decision makers/procedures at the largest and most complex prospects and/or accounts in the Pacific Northwest (OR, WA, AK).
The ideal candidate will be based within the Portland, OR or Seattle, WA areas.
**Responsibilities:**
* Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
* Supports the largest sales relationships and independently plans and executes for material segments. Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics. Provides guidance to less experienced sales executives.
* Develops a strategic sales plan for a specific territory and/or target client segment to
The Field Sales Executive identifies, builds, and devel

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