Direct Sales, Senior Specialist
On-siteMalvern, Pennsylvania, United States
Job Summary
Drive prospect growth within assigned books by developing strategic business plans, navigating organizations to position Vanguard IIG services, and executing RFP processes. Achieve sales, satisfaction, and retention goals through personal direction of executive and staff activities while coaching internal teams on best practices. Collaborate with divisional partners to dedicate appropriate SMEs and resources, leveraging client support structures to maximize efficiency. Travel up to 50% and participate in special projects as assigned. This senior specialist role supports Vanguard's mission to lead through products transforming clients' lives, working within a hybrid model to serve individual investors and institutions.
Required Qualifications
- Five years financial services experience
- At least three years in a senior level client or prospect relationship role
- Undergraduate degree or equivalent combination of training and experience
- Valid regulatory license and/or registration (e.g. FINRA, state, SFC)
Desired Qualifications
- Graduate degree
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