Key Account Manager - Broking and Private Wealth
Join to apply for the Key Account Manager - Broking and Private Wealth role at Vanguard
Key Account Manager - Broking and Private Wealth
1 day ago Be among the first 25 applicants
Join to apply for the Key Account Manager - Broking and Private Wealth role at Vanguard
About Vanguard
More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.
About Vanguard
More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.
Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation
Our team & Opportunity
As part of our Financial Adviser Services (FAS) team, FAS are dedicated to supporting our client's investment decision making process and connecting them to Vanguard's broad suite of investment products, tools and services. We do this through our experienced team which sits across key Accounts, Regional Sales Executives, Sales Specialists, Adviser Offer, and Sales Enablement. This newly created team will focus on the Broking and Private Wealth Channel as we look to increase awareness of our investment products and build deeper client relationships and market share.
As a National Key Account Manager, you will identify, build, and develop new business opportunities for Vanguard. This role will sit in a newly created team covering some of our largest and most complex accounts in the Broking and Private Wealth channel. A strong understanding of these accounts, gaining access to these clients and the ability to influence decision making at the head office level as well as with the leading advisers in the network will be essential to success in this role. You will build Vanguard's brand with these clients, create partnership opportunities and product / model allocations in research and adviser portfolios.
Duties And Responsibilities
* Contribute and support the development of panel strategy and activity with panel partners to increase NCF and maintain assets across all intermediary segments based on segmentation model to grow share of wallet.
* Promote Vanguard's portfolio construction philosophy, investment beliefs and products to investment advisers and, researchers and CIO's.
* Drive pipeline and panel management to increase sales velocity.
* Identify new opportunities and establishes relationships with new Vanguard clients.
* Implement sales philosophy, methodology and behaviours framework to know our clients deeply and increase sales efficiency and effectiveness.
* Collaborate with internal stakeholders (i.e., Marketing, ISG, and Product to obtain support to deliver on client requirements.
* Partner with senior sales leaders to develop expertise of the market and competitive environments to help position Vanguard's services appropriately.
* Help build out and consult on our offer within this client channel. Contribute to the strategy, sales approach and partnership offer.
* Work with clients top down through head office relationships as well as bottom up to build out the number of aligned advisers that we work with.
* Participate in special projects and perform other duties as assigned.
Specialisations that will make an impact:
* Undergraduate degree and further education preferred
* Minimum of 10 years client contact or sales experience is preferred.
* Completion of RG146.
* Proven ability to successfully develop strong working relationships.
* Strong understanding of markets, private wealth and investment products
* Solid knowledge of the Broking and Private Wealth channel and listed markets / ETFs.
* Clear, confident and persuasive presentation and communication style.
* Excellent verbal and written communication skills.
Inclusion Statement
Vanguard's continued dedication to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
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