To lead the sales team to increase new sales into Vanguard index products and to achieve the agreed new sales targets for these products

About Vanguard

50 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 members to achieve their long-term financial goals.

Team & Opportunity

This role leads the Northern (NSW and QLD) sales team to drive growth across Vanguard’s full product suite comprising managed funds, ETFs, managed accounts and Superannuation, and build enduring relationship with advisers and wealth managers . It provides strategic leadership across new business development and national account management, while building strong senior stakeholder relationships and positioning Vanguard’s investment solutions effectively in the market. The role is focused on developing and managing a high performing sales team, leveraging market and competitive insights to maximise opportunity and deliver sustained result.

Duties and Responsibilities

• Lead, inspire and develop high performing sales teams, holding accountability for all people leadership responsibilities while fostering a strong performance and values driven culture.

• Drive sales growth and retention outcomes by providing strategic direction over sales panels and ensuring disciplined execution of sales pipeline and targets across direct and third party platforms.

• Build and sustain senior level relationships across the advice ecosystem, identifying opportunities and positioning Vanguard’s solutions.

• Execute national account and business development plans, leading BDM/BDA activity and ensuring objectives, strategies, and actions are delivered, measured, and reported effectively.

• Champion Vanguard in the market, leveraging deep knowledge of products, services, and competitive dynamics to elevate brand awareness through presentations, targeted prospecting, and industry engagement.

• Act as a primary conduit for market insight, translating adviser feedback into clear priorities for the business.

Qualifications

• Extensive Financial Services experience, including 10+ years in senior client/prospect relationships and a strong track record in adviser sales.

• Strong leadership maturity, evidenced by sound judgement, the ability to set direction, and lead teams through change while delivering commercial and client outcomes.

• Strong senior stakeholder capability, building trusted relationships with business leaders both externally and within Vanguard.

• Deep investment and market expertise, complemented by RG146 qualification, strong competitive awareness, and confident executive presence and leadership skills.

Inclusion Statement

Vanguard’s 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 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.

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.