Core Responsibilities

1. Acts as the subject matter expert in a given market or channel's strategy. Enables the sales strategy and identifies the marketing approach to target specific clients or channels.

2. Identifies new ideas and best practices based on external understanding of the market. Experiments new approaches in sales and marketing to optimize the way sales teams approach clients and channels.

3. Provides insights to the sales teams related to competitors and provides novel approaches to continuously enhance sales.

4. Coordinates across multiple working teams and departments and collates material related to various inquiries submitted by clients and prospects.

5. Designs high level department presentations for use by sales teams in various internal and external speaking engagements. Provides information in an easily understood and creative format.

6. Supports sales team and develops presentations on a wide variety of topics and leverages knowledge and expertise of other departments and teams (e.g., marketing) to pull in appropriate reference material and presentation format.

7. Participates in special projects and performs other duties as assigned.

Qualifications

• Five years related work experience. Two years of sales, marketing, or relationship management experience preferred.

• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

• CFP, CFA, or investment related certification preferred.

• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.