Key Account Manager - Broking and Private Wealth at Vanguard
Melbourne VIC 3000, , Australia -
Full Time


Start Date

Immediate

Expiry Date

17 Oct, 25

Salary

0.0

Posted On

18 Jul, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Marketing/Advertising/Sales

Description

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

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.
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