Sales Executive at Vanguard

Melbourne, Victoria, Australia

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Financial ServicesIndustries

Requirements

Undergraduate degree or equivalent experience, with completion of RG146
Minimum 5 years of client-facing or sales experience, including web and phone-based engagement
Proven ability to develop strong, effective working relationships with clients and colleagues
Solid understanding of fund management products and the competitive intermediary landscape
Clear, confident, and persuasive presentation style, with excellent verbal and written communication abilities

Responsibilities

Collaborate with panel partners to develop and support strategic initiatives that grow net cash flow (NCF), retain assets, and expand our reach across intermediary segments
Promote Vanguard’s investment philosophy by sharing our portfolio construction approach, core beliefs, and product offerings with financial advisers
Drive your own success by managing your pipeline and panel relationships to boost sales velocity
Identify new opportunities and build strong relationships with prospective clients, introducing them to Vanguard’s value
Co-manage key client relationships with senior sales leaders, especially for clients who prefer virtual engagement
Work across panels to share insights, collaborate on sales opportunities, and celebrate joint successes
Apply our sales framework to deeply understand client needs and improve sales efficiency and effectiveness
Partner with internal teams, including Marketing, ISG, and Product to deliver tailored solutions that meet client expectations
Develop market expertise by working closely with senior sales and leadership to stay ahead of industry trends and position Vanguard competitively
Contribute to special projects and take on new challenges that support our mission and your professional growth

Skills

Key technologies and capabilities for this role

SalesRelationship ManagementPipeline ManagementBusiness DevelopmentInvestment PhilosophyPortfolio ConstructionFinancial AdvisingClient Retention

Questions & Answers

Common questions about this position

What qualifications are required for the Sales Executive role?

Candidates need an undergraduate degree or equivalent experience with completion of RG146, minimum 5 years of client-facing or sales experience including web and phone-based engagement, proven ability to develop strong relationships, solid understanding of fund management products and the competitive landscape, and clear, confident presentation style with excellent communication skills.

Is this a remote or office-based position?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What does Vanguard's company culture emphasize?

Vanguard emphasizes a client-focused approach with no external shareholders, reinvesting profits to lower costs, and promoting its unique investment philosophy while fostering collaboration across teams to grow client assets and achieve long-term financial goals.

What makes a strong candidate for this Sales Executive position?

A strong candidate will have 5+ years of sales experience, especially in client-facing roles with web and phone engagement, RG146 certification, deep knowledge of fund management, and excellent relationship-building and communication skills to drive sales and collaborate effectively.

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.

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