Bilingual Business Development Manager

at  Vanguard

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.

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.

• 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.