09 nov
|
Vanguard Group
|
Ciudad de México
09 nov
Vanguard Group
Ciudad de México
Located in Mexico City, develops and improves relationships with asset managers, distributors, advisors, and other intermediaries through both electronic and telephone communication (50%) as well as some field sales activity (50%) for medium to high value clients throughout the country.
Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics. Implements a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
Has strong knowledge of Mexico's wealth management ecosystem and has ideally worked covering asset managers (operadoras), and/or private banks, and/or independent advisors.
Drives sales results by raising awareness of Vanguard's investments, products, and related services. Delivers key Vanguard messages through targeted prospecting activities including cold-calling, direct mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences. Client and prospect interaction is a combination of virtual and in-person contact.
Develops and demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments.
Builds credibility of Vanguard products and services, establishes durable relationships, and generates actionable sales ideas.
Leverages virtual technology to create a more personal experience and to reach clients and prospects mainly in Mexico City, although potentially with some activity in Guadalajara and Monterrey.
Partners with other field sales and account sales executives as needed.
Participates in special projects and performs other duties as assigned.
One-three years of sales experience required.
Undergraduate degree or equivalent combination of training and experience.
Graduate degree preferred.
MBA, CFA, CIM preferred.
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. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.
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📌 Business Development Associate Director (Ciudad de México)
🏢 Vanguard Group
📍 Ciudad de México