Sales Analyst, Specialist at Vanguard

Malvern, Pennsylvania, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

YesVisa

Financial Services, Asset ManagementIndustries

Requirements

Five years related work experience
Two years of sales analysis experience preferred
Undergraduate degree or equivalent combination of training and experience
Graduate degree preferred
CFA, CIMA, or Graduate degree preferred
Regulatory license and/or registration (e.g. FINRA, state, SFC) required, determined by Compliance based on role-specific duties

Responsibilities

Strategizes directly with sales professionals and/or sales managers to inform and promote the sales strategy and growth objectives
Anticipates and identifies client needs
Analyzes prospect opportunities using complex quantitative and qualitative analysis
Researches prospects and conducts market research and analysis of competitors
Demonstrates and develops an expert understanding of capital markets, asset management, and the financial services industry
Interprets, analyzes, organizes, and presents sales data to senior leaders to enable informed decision making and optimize sales activities and growth objectives
Incorporates deep competitive intelligence of the industry and product lines to provide the most sophisticated and informed recommendations
May partner with crew focused on RFP/RFI engagements to provide accurate and understandable sales data
Provides guidance and analysis of the markets, territories, client needs and utilization, and prospect opportunities to develop and advance the strategic sales business plan
Participates in special projects and performs other duties as assigned

Skills

sales analysis

quantitative analysis

qualitative analysis

market research

competitive analysis

capital markets

asset management

financial services

sales data analysis

RFP

RFI

CFA

CIMA

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

Land your dream remote job 3x faster with AI

Try Jobo Free