Senior Sales Specialist, Private Bank Wealth Channel

    • Vanguard
  • Malvern, PA
  • Posted 37 days ago | Updated 8 hours ago


On Site
USD 115,000.00 - 195,000.00 per year
Full Time


Sales process
Cold calling
Personal development
Job interview
Regulatory Compliance
Control flow analysis
Value engineering

Job Details

Senior Sales Specialist, Private Bank Wealth Channel

Identifies, builds, and develops new business opportunities for Vanguard focused on the Private Bank Wealth channel. Supports ongoing growth and retention with bank private wealth groups. Exhibits high-producing sales skills and in-depth product knowledge. Navigates the leadership and key decision makers/portfolio managers at the largest and most complex prospects and/or accounts throughout the Midwest and Southern U.S.

The hired candidate must be based in, or willing to relocate to the territory, which is the Midwest and Southern U.S. Alternatively, this role may also be based at Vanguard's Global Headquarters located in Malvern, PA.

In this role, you will:
  • Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
  • Supports the largest sales relationships and independently plans and executes for material segments. Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics. Provides guidance to less experienced sales executives.
  • Develops a strategic sales plan for a specific territory and/or target client segment to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
  • Effectively presents Vanguard's investments capabilities and services to prospects, clients, consultants and industry organizations through written, verbal, and electronic media.
  • Develops strong relationships with senior and executive management of prospect and client organizations. Drives results by raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities. Prospect activities may include cold calling, face-to-face meetings, targeted mailings, hosting seminars, and attendance at industry conferences.
  • Implements long term relationship growth strategies for key territory prospects. Covers the largest and most complex prospects and/or accounts.
  • Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
  • Develops knowledge of regulatory environment and ensures that Vanguard operates in compliance with applicable regulations.
  • Coaches, collaborates, and provides insight and direction to less experienced sales executives and internal partners.
  • Participates in special projects and performs other duties as assigned.
What it takes:
  • Ten years related experience. Five years in a senior level client or prospect relationship role required. Eight years of sale experience preferred.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • CFA a plus.
  • FINRA Series 7 and 63.
Special Factors


Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Future of Work

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

Salary Range:

$115,000.00 - $195,000.00