Sales Strategist
| Company | Vanguard |
|---|---|
| Location | Malvern, PA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Senior |
Requirements
- Five years related work experience.
- Two years of sales experience preferred.
- Undergraduate degree or equivalent combination of training and experience.
- Graduate degree preferred.
- CFA, CIMA, CFP or Graduate degree preferred.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC).
Responsibilities
- Strategizes directly with sales professionals 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 prospects and conducts market research and analysis of competitors.
- Demonstrates and develops an expert understanding of capital markets, asset management, and the financial services industry.
- Interprets, analyzes, organizes, and presents sales data to senior leaders to enable informed decision making and optimize sales activities and growth objectives.
- Incorporates deep competitive intelligence of the industry and product lines to provide the most sophisticated and informed recommendations.
- May partner with crew focused on RFP/RFI engagements to provide accurate and understandable sales data.
- Provides guidance and analysis of the markets, territories, client needs and utilization, and prospect opportunities to develop and advance the strategic sales business plan.
- Participates in special projects and performs other duties as assigned.
Preferred Qualifications
- Two years of sales experience preferred.
- Graduate degree preferred.