Description

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.