Broker / Dealer National Accounts, Product and Platform Partnerships

Conducts competitive assessment of the industry and product lines to provide the most sophisticated and informed recommendations on sales activities, performance, territory assignments, and / or market share. Recommends improvements and presents findings to optimize sales execution and implement sales growth objectives. Partners closely with sales professionals to win new business, identify areas of improvement, and resolve issues.

Broker / Dealer National Accounts, Product and Platform Partnerships :

• Interacts with the product and research teams at national broker / dealers to understand their priorities and position Vanguard’s product offer with the goal of attaining new products on platform, placements on recommended lists and within home office model solutions.
• 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 :

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.