Provides office support to internal and external sales executives and relationship managers. Contributes to a wide variety of sales related activities.
Core Responsibilities
Assists sales crew in populating and auditing client and prospect databases. Provides sales crew with research or analyses of financial markets, products, and services.
Coordinates follow up from sales executives and other crew. Responds to medium complexity inquiries from potential and current clients.
Supports sales executives with a variety of tactical and analytical support as well as and client follow up requests to enable sales executives to maximize external client and prospect engagement.
Coordinates and participates in sales meetings, events, and other logistics for sales related activities. Gathers metrics for data analysis.
Improves sales and client relationship management outcomes. Outlines advantages and disadvantages to sales executives or clients on proposed solutions.
Participates in special projects and performs other duties as assigned.
Qualifications
Two years related work experience 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.