Top Benefits
About the role
Conducts complex quantitative and qualitative analysis of sales data to track 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.
Conducts complex quantitative and qualitative analysis of sales data to track 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.
Core Responsibilities
- Strategizes directly with Portfolio Consultants and/or sales managers to inform and promote the sales strategy and growth objectives. Anticipates and identifies client needs. Analyzes prospect opportunities using complex quantitative and qualitative analysis.
- Researches and conducts market research and analysis of competitors. Develops an in-depth understanding of capital markets, asset management, and the financial services industry.
- Interprets, analyzes, organizes, and presents portfolio data to advisors to enable informed decision making and optimize portfolios
- May partner with crew focused on RFP/RFI engagements to provide accurate and understandable sales data.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Five years related work experience.
- Undergraduate degree or equivalent combination of training and experience.
- CFA, CIMA, or Graduate degree preferred.
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.
About Vanguard
Since our founding in 1975, we’ve been on a mission helping investors achieve their goals. We’re built differently. Vanguard is investor-owned, meaning that we’re owned by our funds, which are owned by our fund shareholder clients.
With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!
We are a community who think—and feel—differently about investing. Together, we’re changing the way the world invests.
Community guidelines: vgi.vg/sgl1
Top Benefits
About the role
Conducts complex quantitative and qualitative analysis of sales data to track 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.
Conducts complex quantitative and qualitative analysis of sales data to track 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.
Core Responsibilities
- Strategizes directly with Portfolio Consultants and/or sales managers to inform and promote the sales strategy and growth objectives. Anticipates and identifies client needs. Analyzes prospect opportunities using complex quantitative and qualitative analysis.
- Researches and conducts market research and analysis of competitors. Develops an in-depth understanding of capital markets, asset management, and the financial services industry.
- Interprets, analyzes, organizes, and presents portfolio data to advisors to enable informed decision making and optimize portfolios
- May partner with crew focused on RFP/RFI engagements to provide accurate and understandable sales data.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Five years related work experience.
- Undergraduate degree or equivalent combination of training and experience.
- CFA, CIMA, or Graduate degree preferred.
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.
About Vanguard
Since our founding in 1975, we’ve been on a mission helping investors achieve their goals. We’re built differently. Vanguard is investor-owned, meaning that we’re owned by our funds, which are owned by our fund shareholder clients.
With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!
We are a community who think—and feel—differently about investing. Together, we’re changing the way the world invests.
Community guidelines: vgi.vg/sgl1