Accelerated Career Development Program, Sales Pathway, Senior Associate (NC)

Core Responsibilities

1. Completes company-wide rotations, demonstrating an ability to assimilate into each area, understand the objectives of the assignments and specific departments, achieve rotation objectives, and take ownership and accountability for all projects and assignments.

2. Develops a broad understanding of the Vanguard Divisions, strategies, and initiatives.

3. Demonstrates accountability for issues by accepting ownership throughout the problem resolution process.

4. Takes ownership of personal and professional development through: participation in program initiated meetings and projects, attending all training sessions required by the program or rotational assignments and creating and maintaining a personal plan to track development and accomplishments throughout the year.

5. Navigates the organization by securing a comprehensive network of business contacts that can be leveraged to complete assigned tasks.

6. Utilizes appropriate tools to arrange, manipulate, and present data in a way that enables solid decision making for the business. Makes recommendations based on the data when appropriate.

7. Demonstrates proficiency and a thorough knowledge of Vanguard's investment methodology, policies, procedures, marketplace, and all relevant systems to complete projects as assigned.

8. Participates in projects. Works with various stakeholders to determine scope, gather requirements and data, recommend and implement solutions. Works with appropriate parties to plan, schedule, coordinate and manage business activities required to deliver project solutions.

9. Demonstrates leadership competencies and strengths in rotational and programmatic experiences.

10. Demonstrates high quality service to all client inquiries, including internal and/or external clients, by providing thorough and accurate information in a timely manner. Utilizes excellent CRM skills to establish effective and productive relationships in order to gain and maintain trust and respect. Effectively positions and cross-sells appropriate Vanguard products and services when applicable.

11. Participates in special projects and performs other duties as assigned.

Qualifications

• Experience in financial services or client services preferred.
• Undergraduate degree or equivalent combination of training and experience.
• 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 not 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.