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Bilingual Business Development Manager

Vanguard
Toronto, ON, CA
$75 an hour (estimated)
Full-time

The Bilingual Business Development Manager will partner with a Quebec-based Field Sales Executive who is primarily responsible for new business development and relationship management within key intermediary distribution channels in Canada, mostly in the Province of Quebec.

Responsibilities :

  • 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.
  • 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.

Qualifications :

  • Undergraduate degree or equivalent combination of experience and training.
  • Minimum three years financial services industry experience including at least one year mutual fund wholesaling experience preferred.
  • Bilingual; French & English required.
  • 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.

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.

5 days ago
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