Core Responsibilities

1. Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics. Implements a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.

2. Has strong knowledge of Mexico's wealth management ecosystem and has ideally worked covering asset managers (operadoras), and/or private banks, and/or independent advisors.

3. Drives sales results by raising awareness of Vanguard's investments, products, and related services. Delivers key Vanguard messages through targeted prospecting activities including cold-calling, direct mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences. Client and prospect interaction is a combination of virtual and in-person contact.

3. Develops, maintains, and broadens relationships using a combination of electronic and in-person communication. Seeks and understands the philosophy, preferences, and dynamics of the intermediary and their client base. Acts as a trusted advisor/consultant in matching client needs with Vanguard products and services. Educates clients on Vanguard product offerings.

4. Develops and demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a credible resource to clients and prospects and to effectively position Vanguard products and services.

5. Hosts in-person meetings and presents Vanguard products at client seminars, educational opportunities, and other events. Builds credibility of Vanguard products and services, establishes durable relationships, and generates actionable sales ideas.

6. Leverages virtual technology to create a more personal experience and to reach clients and prospects mainly in Mexico City, although potentially with some activity in Guadalajara and Monterrey.

7. Partners with other field sales and account sales executives as needed.

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

Qualifications

• Five years related work experience. One-three years of sales experience required.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• MBA, CFA, CIM preferred.
• Does not require regulatory license and/or registration
• AMIB 210 series (serie 3) 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.