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Business Development Manager

Vanguard Canada
Company Info:

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.

Toronto, ON
Posting Closing Date:
December 4, 2022
Employment Type:
Contract Type:
Job Description:

The Business Development Manager partners with a Sales Executive and is responsible for new business development and relationship management within key intermediary distribution channels within Canada.

Job 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.
  • 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.
  • 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.
  • Some Travel required.
How to Apply:
  • COVID-19 Vaccine Policy - In accordance with Vanguard Investment Canada Inc. policy, all individuals entering a Canadian site (including but not limited to employees, visitors and contingent workers) must be fully vaccinated against COVID-19.  Accommodation from these requirements for reasons pursuant to the Ontario Human Rights Code, or any other applicable law (mainly medical or religious reasons) will be reviewed and considered by Vanguard.
  • Vanguard is not offering visa sponsorship for this position.
  • Vanguard welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Business Development Manager (