Bilingual Business Development Manager

Vanguard Scottsdale , AZ 85250

Posted 4 days ago

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.


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