Hybrid Senior Bilingual Business Development Manager

at Vanguard

• Job title: Senior Bilingual Business Development Manager
• Job type: Full Time
• Experience level: Senior
• Salary: CA$90,000 - CA$140,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Toronto, Canada

About the role

• Senior Bilingual Business Development Manager managing relationships and new business development within Canada. Collaborating with Sales Executives and educating clients on investment products and services.

Responsibilities

• Partners with a Sales Executive and is responsible for new business development and relationship management within key intermediary distribution channels within Canada.
• 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.
• Proven ability to host face-to-face meetings with advisors where needed.
• Will also be asked to deliver presentations and client seminars when appropriate.
• 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.

Requirements

• Undergraduate degree or equivalent combination of experience and training
• Minimum five years financial services industry experience including at least three years ETF experience
• Mutual fund wholesaling experience preferred
• 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
• Experience with Morningstar Direct and Bloomberg preferred.

Benefits

• health insurance
• accident and life insurance
• retirement savings plans