Product Specialist:
Works closely with internal business partners to deliver the full capabilities of Vanguard’s offer to our clients.
Partners with aligned field sales teams to position sales ideas and ways we can increase engagement with prioritized clients.
Possesses a deep understanding of the advisor industry, trends in the marketplace, and competitor products and offerings.
Important input to overall client strategies with an eye on flawless execution.
Utilizes data to understand trends and assess best opportunities.
Can communicate effectively with clients and all levels of the organization.
Manages the sales opportunity pipeline, provides regular updates, and thinks creatively about how to win new business.
What it takes:
Five years related work experience. At least two years of working within intermediary advisor distribution. National accounts experience preferred.
Undergraduate required. Graduate degree preferred.
CFA, CIMA, CFP, etc 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 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.
Top Skills
Vanguard Charlotte, North Carolina, USA Office
Two North Falls Plaza, Charlotte, NC, United States, 28217
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