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

QUALIFICATIONS

• Undergraduate degree or equivalent combination of training and experience. Study towards a CFA or other post graduate qualification would be supported.
• Minimum of three years client contact or sales experience is preferred as a Business Development Associate, Dealers Assistant, Associate Adviser or similar role.
• Completion of RG146.
• Proven ability to successfully develop strong working relationships.
• Solid technical and product knowledge fund management offerings. Solid knowledge of the intermediary competitive environment.
• Good with data, analytics and ability to bring this to life through presentations would be highly desirable.
• Clear, confident and persuasive presentation and communication style.
• Excellent verbal and written communication skills

• Contribute to the development of panel strategy and activity with panel partners to increase NCF and maintain assets across all based on segmentation model to grow share of wallet.
• Promote Vanguard’s portfolio construction philosophy, investment beliefs and products to advisers.
• Collaborate on the national firm and channel level strategy on relevant sales opportunities to leverage insights and successes.
• Collaborate with internal stakeholders (i.e., Marketing, ISG, and Product to obtain support to deliver on client requirements.
• Work with the Investment product team to share client insights as well as bring Vanguard product insights to clients through face to face meetings, events and email.
• Partner with senior sales and leaders to develop expertise and understanding of the market and competitive environments to help position Vanguard’s services appropriately.
• Participates in special projects and perform other duties as assigned.