Head of National Accounts & Institutional Sales in Toronto

Vanguard, a global leader in investment management, is seeking an accomplished and transformative Head of National Accounts & Institutional Sales for Vanguard Canada to develop and lead all B2B distribution strategies and activities in Canada. This is an outstanding opportunity for a proven sales leader to drive retention, sales growth, and market share in Canada's investment landscape, focusing on intermediary investment and institutional retirement clients. As a key member of our Canadian leadership team, you will play a crucial role in further enhancing Vanguard's reputation for delivering exceptional value, unparalleled client service, and innovative investment solutions.

What it takes:

• Leads staff. Provides guidance, training, and motivation as necessary to develop staff.
• Hires, evaluates, and counsels crew.
• Follows corporate disciplinary procedures per established Vanguard standards as required.
• Sets performance standards, reviews performance, provides feedback, and recommends wage increases in accordance with all applicable Human Resources and country policies and procedures.
• Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process.
• Develops a strategic sales plan to increase assets under management, efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success within the target markets and segments of Canada.
• Effectively presents Vanguard's investments and services to prospects, clients, and industry organizations through written, verbal, and electronic media.
• Develops strong relationships with senior and executive management of prospect and client organizations.
• Raises awareness of Vanguard's investments and services through targeted prospecting activities.
• Implements long term relationship growth strategies for key territory prospects.
• Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
• Provides support to other members of the Sales team and guidance to the support staff to achieve highest levels of performance.
• Supports corporate initiatives and actively participates in programs as appropriate.
• Participates in special projects and performs other duties as assigned.

Special Factors:

• Existing relationships across provinces is a plus.
• Current Dealing Representative designation in all provinces preferred. Otherwise, must be attained within first year.

Qualifications:

• 8 to 10 years financial services experience with at least 5 years in a senior level client or prospect relationship role.
• Ability to think and perform strategically, bringing innovative solutions to complex client or prospect situations.
• Ability to successfully develop strong working relationships with executive management in the prospect organization and internally within Vanguard.
• Extensive knowledge of industry investment offerings.
• Strong knowledge of the competitive environment.
• Excellent executive presence, poise, and presentation skills.
• Excellent verbal and written communication skills.
• Strong leadership and personnel development skills.