Sales Support Coordinator, Senior Associate

Core Responsibilities

• Assists sales crew in populating and auditing client and prospect databases. Provides sales crew with research or analyses of financial markets, products, and services.

• Coordinates follow up from sales executives and other crew. Responds to medium complexity inquiries from potential and current clients.

• Supports sales executives with a variety of tactical and analytical support as well as and client follow up requests to enable sales executives to maximize external client and prospect engagement.

• Coordinates and participates in sales meetings, events, and other logistics for sales related activities. Gathers metrics for data analysis.

• Improves sales and client relationship management outcomes. Outlines advantages and disadvantages to sales executives or clients on proposed solutions.

• Participates in special projects and performs other duties as assigned.

Qualifications

• Two years related work experience preferred.

• Undergraduate degree or equivalent combination of training and experience.

• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

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. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.