Bilingual Business Development Manager

September 13, 2024

September 13, 2024
Toronto, ON, CA

Job Requisition #163014

The Bilingual Business Development Manager will partner with a Quebec-based Field Sales Executive who is primarily responsible for new business development and relationship management within key intermediary distribution channels in Canada, mostly in the Province of Quebec.

Responsibilities:

Develops new relationships existing relationships through targeted prospecting activities. Prospect for new relationships and identify potential face to face meeting candidates for the external sales executives.
Partners with external Sales Executive and internal Sales Associate to create and execute on specific regional sales plans.
Achieves sales and sales activity targets within the spirit of Vanguard's Code of Ethics.
Raises awareness of Vanguard's investment products and related services and deliver key Vanguard messages through targeted prospecting activities including but not limited to: cold calling, direct mail campaigns, and attendance at national and regional industry conferences.
Develops, maintains, and broadens intermediary relationships by thoroughly understanding the philosophy and dynamics of the advisor/organization (investment philosophy, client base, product preference, etc.) and acts as a trusted advisor/consultant in matching needs with Vanguard products and services. Educates advisors on the benefits of Vanguard and our product offerings.
Develops a high level of expertise related to the capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a trusted advisor to clients and prospective clients, and positions Vanguard products and services effectively.
Follow up on sales calls and provide external sales with telephone, administrative, and sales support.
Support development of National account strategy and follow up on dealer specific initiatives.
Leads/participates in other projects/duties as assigned.

Qualifications:

Undergraduate degree or equivalent combination of experience and training.
Minimum three years financial services industry experience including at least one year mutual fund wholesaling experience preferred.
Bilingual; French & English required.
CSC required. Pursuit of CIM, MBA, or CFA preferred.
Superior oral and written communication skills.
Demonstrated executive presence, poise, and presentation skills.
Ability to work independently and adapt quickly and resourcefully to changing situations while traveling for business.
Excellent relationship management skills.
Thorough knowledge of investments and competitive environment. Familiarity with Vanguard a plus.
Good working knowledge of PC and MS Office software. Understanding of CRM systems.

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.

September 13, 2024

Toronto, ON, CA

Job Requisition #163014

Transcript

The Bilingual Business Development Manager will partner with a Quebec-based Field Sales Executive who is primarily responsible for new business development and relationship management within key intermediary distribution channels in Canada, mostly in the Province of Quebec.

Responsibilities:

Develops new relationships existing relationships through targeted prospecting activities. Prospect for new relationships and identify potential face to face meeting candidates for the external sales executives.
Partners with external Sales Executive and internal Sales Associate to create and execute on specific regional sales plans.
Achieves sales and sales activity targets within the spirit of Vanguard's Code of Ethics.
Raises awareness of Vanguard's investment products and related services and deliver key Vanguard messages through targeted prospecting activities including but not limited to: cold calling, direct mail campaigns, and attendance at national and regional industry conferences.
Develops, maintains, and broadens intermediary relationships by thoroughly understanding the philosophy and dynamics of the advisor/organization (investment philosophy, client base, product preference, etc.) and acts as a trusted advisor/consultant in matching needs with Vanguard products and services. Educates advisors on the benefits of Vanguard and our product offerings.
Develops a high level of expertise related to the capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a trusted advisor to clients and prospective clients, and positions Vanguard products and services effectively.
Follow up on sales calls and provide external sales with telephone, administrative, and sales support.
Support development of National account strategy and follow up on dealer specific initiatives.
Leads/participates in other projects/duties as assigned.

Qualifications:

Undergraduate degree or equivalent combination of experience and training.
Minimum three years financial services industry experience including at least one year mutual fund wholesaling experience preferred.
Bilingual; French & English required.
CSC required. Pursuit of CIM, MBA, or CFA preferred.
Superior oral and written communication skills.
Demonstrated executive presence, poise, and presentation skills.
Ability to work independently and adapt quickly and resourcefully to changing situations while traveling for business.
Excellent relationship management skills.
Thorough knowledge of investments and competitive environment. Familiarity with Vanguard a plus.
Good working knowledge of PC and MS Office software. Understanding of CRM systems.

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.

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.