Key Account Sales Executive-Regional and Community Banks
| Company | Vanguard |
|---|---|
| Location | Houston, TX, USA, Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- Minimum five years of experience in financial services sales, with a focus on bank or institutional channels.
- Strong understanding of the regional and community banking landscape, including distribution models and compliance considerations.
- Proven ability to develop and execute strategic account plans and deliver results.
- Ability and willingness to travel a minimum of 60% required.
- FINRA Series 6 or 7 and 63 or ability to obtain.
Responsibilities
- Cultivating and growing strategic partnerships with regional and community banks to drive sales of the company’s financial products and services.
- Develop and execute strategic territory plans that uncover new opportunities, expand relationships, and deliver measurable outcomes.
- Influence senior and executive partners with credibility and insight to advance shared goals.
- Present Vanguard’s capabilities clearly and persuasively across in-person, written, and digital channels.
- Execute focused outreach strategies to build awareness, open doors, and deepen engagement.
- Serve as a strategic partner to sophisticated clients, aligning long-term plans with evolving business needs.
- Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
- Develops a strategic sales plan for a specific territory and/or target client segment to efficiently identify quality new business relationships.
- Drives results by raising awareness of Vanguard’s investment capabilities and services through targeted prospecting activities.
- Implements long term relationship growth strategies for key territory prospects.
- 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.
Preferred Qualifications
- CFA highly preferred.