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About the Role

The Senior Business Development Manager will develop and maintain intermediary relationships through targeted prospecting and sales activities. This role involves executing regional sales plans, identifying new business opportunities, and increasing awareness of Vanguard's investment products and services. The individual will gain expertise in capital markets, investment management, and industry trends, provide sales support, and contribute to additional projects.

Responsibilities

Develop new and maintain existing relationships through targeted prospecting activities, highlighting promising prospects to the external sales executives for face-to-face meetings.
Partner with external sales executives and internal sales associates to create and execute on specific regional sales plans.
Achieve sales and sales activity targets within the spirit of Vanguard's Code of Ethics.
Raise awareness of Vanguard's investment products and related services while delivering key Vanguard messages through targeted prospecting activities including cold calling, direct mail campaigns, and attendance at national and regional industry conferences.
Host face-to-face meetings with advisors where needed and deliver presentations and client seminars when appropriate.
Develop, maintain, and broaden intermediary relationships by thoroughly understanding the philosophy and dynamics of the advisor/organization, acting as a trusted advisor/consultant in matching needs with Vanguard products and services.
Educate advisors on the benefits of Vanguard and our product offerings.
Develop a high level of expertise related to capital markets, the investment management industry, and marketplace developments.
Follow up on sales calls and provide external sales with administrative and sales support.
Support development of the national account strategy and follow up on dealer specific initiatives.

Requirements

Undergraduate degree or equivalent combination of experience and training.
Minimum five years’ financial services industry experience including at least three years ETF experience.
Mutual fund wholesaling experience preferred.
CSC required.
Pursuit of CIM, MBA, or CFA preferred.
Superior oral and written communication skills.
Demonstrated executive presence, poise, and presentation skills.
Ability to work independently and adapt quickly and resourcefully to changing situations while traveling for business.
Excellent relationship management skills.
Thorough knowledge of investments and competitive environment.
Familiarity with Vanguard a plus.
Good working knowledge of PC and MS Office software.
Understanding of CRM systems.
Experience with Morningstar Direct and Bloomberg preferred.

Skills

Financial services industry experience
ETF experience
Mutual fund wholesaling
CSC
CIM
MBA
CFA
Oral communication
Written communication
Executive presence
Poise
Presentation skills
Independent work
Adaptability
Resourcefulness
Relationship management
Investment knowledge
Competitive environment knowledge
PC software
MS Office software
CRM systems
Morningstar Direct
Bloomberg

Work Type

Hybrid working model
Occasional travel may be required

Experience Level

Senior
Minimum five years’ financial services industry experience
At least three years ETF experience

Education Level

Undergraduate degree
CSC required
Pursuit of CIM, MBA, or CFA preferred

Salary/Compensations

$90,000 - $140,000

Benefits

Health insurance
Accident and life insurance
Retirement savings plans

About the Company

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.

Equal Opportunity

Vanguard is committed to fostering an accessible and inclusive workplace.
We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code.
If you require accommodation at any stage of the recruitment process, please inform us.
We will work with you to meet your needs and you can reach us at americas_crewcentral@vanguardhr.com, quoting the job ID and job title.