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 members to achieve their long-term financial goals.
**This hybrid role (in office Tues-Wed-Thurs) is based in Sydney, NSW**
Team & Opportunity
We’re looking for a dynamic and driven Sales Executive to grow Vanguard’s presence in the financial adviser market. In this role, you’ll build strong relationships with financial advisers, promote our investment philosophy and product suite, and help grow and retain client assets. You’ll manage your own sales pipeline, identify new opportunities, and collaborate with internal teams to deliver outstanding client experiences.
Core Responsibilities
Collaborate with panel partners to develop and support strategic initiatives that grow net cash flow (NCF), retain assets, and expand our reach across intermediary segments.
Promote Vanguard’s investment philosophy by sharing our portfolio construction approach, core beliefs, and product offerings with financial advisers.
Drive your own success by managing your pipeline and panel relationships to boost sales velocity.
Identify new opportunities and build strong relationships with prospective clients, introducing them to Vanguard’s value.
Co-manage key client relationships with senior sales leaders, especially for clients who prefer virtual engagement.
Work across panels to share insights, collaborate on sales opportunities, and celebrate joint successes.
Apply our sales framework to deeply understand client needs and improve sales efficiency and effectiveness.
Partner with internal teams, including Marketing, ISG, and Product to deliver tailored solutions that meet client expectations.
Develop market expertise by working closely with senior sales and leadership to stay ahead of industry trends and position Vanguard competitively.
Contribute to special projects and take on new challenges that support our mission and your professional growth.
Qualifications
Undergraduate degree or equivalent experience, with completion of RG146 or similar.
Minimum 5 years of client-facing or sales experience, including web and phone-based engagement.
Proven ability to develop strong, effective working relationships with clients and colleagues.
Solid understanding of fund management products and the competitive intermediary landscape.
Clear, confident, and persuasive presentation style, with excellent verbal and written communication abilities.
Inclusion Statement
Vanguard’s continued commitment 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.
