LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Senior Sales Manager, Model Portfolio Solutions

ExperiencedNo visa sponsorship
Vanguard logo

at Vanguard

Asset Management

Posted 6 days ago

No clicks

**Senior Sales Manager, Model Portfolio Solutions:** Lead and grow our Model Portfolio Solutions within Financial Advisor Services. Key: Coach & develop sales team (8+ yrs exp.) to drive model placement, deepen advisor relationships (portfolio-level conversations), and execute data-driven strategies. Master portfolio solutions, consultative sales, and influence cross-functional teams.

Compensation
Not specified USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

Senior Sales Manager, Model Portfolio Solutions

Our Mission Starts With You

Were looking for a strategic, people-focused leader to drive growth of our Model Portfolio Solutions within Financial Advisor Services (FAS). In this role, youll lead a team of Internal Sales Consultants, guiding consultative, portfolio-level conversations that help advisors scale their practices and deliver better client outcomes.

Youll combine sales leadership, strategy, and talent development to expand adoption, deepen relationships, and elevate how we engage advisors.

Why Join Us

Make a meaningful impact by shaping how advisors adopt scalable portfolio solutions while building and leading a high-performing team. This is a unique opportunity to deliver results through leadership, innovation, and collaboration.

In this role you will

  • Hire, coach, and develop a team of Sales Consultants

  • Set clear goals, provide feedback, and build a strong, inclusive team culture

  • Play a key role in advancing the Model Portfolio sales strategy across FAS

  • Drive model placement opportunities by aligning solutions to advisor and platform needs

  • Lead the team to achieve sales, asset growth, and activity goals

  • Execute a scalable, data-driven sales strategy and monitor key metrics

  • Guide insight-driven, consultative conversations with financial advisors

  • Partner with External Sales to drive territory and relationship growth

  • Position Vanguard solutions to win new business and deepen adoption

  • Partner with distribution, product, and platform teams to scale adoption across key channels

  • Identify and influence strategic industry partnerships that accelerate commercialization and broaden distribution

  • Help evolve advisor solutions and enhance the service model

  • Promote a strong risk culture and ensure adherence to regulatory standards

What it takes

  • 8+ years of relevant experience, including sales and people leadership

  • Experience leading or developing teams in client-facing environments

  • Bachelors degree or equivalent experience

  • Required licenses/registrations (as determined by Compliance)

Specializations that will make an impact

  • Financial services or asset management experience

  • Knowledge of portfolio construction or model portfolios

  • Consultative or solution-based sales experience

  • Advanced degree or progress toward MBA/CFA

What Sets You Apart

  • Strong coach with a track record of developing talent

  • Ability to turn strategy into measurable outcomes

  • Collaborative leader who influences across teams

  • Data-driven decision-maker with strong business acumen

What Success Looks Like

  • Increased adoption of Model Portfolio Solutions

  • Consistent achievement of sales and activity goals

  • Strong partnerships across sales and internal teams

  • High-quality, advisor-focused client engagement

  • A culture of inclusion, accountability, and continuous growth

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe'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.

Senior Sales Manager, Model Portfolio Solutions

Compensation

Not specified USD

City: Not specified

Country: United States

Vanguard logo
Asset Management

6 days ago

No clicks

at Vanguard

ExperiencedNo visa sponsorship

**Senior Sales Manager, Model Portfolio Solutions:** Lead and grow our Model Portfolio Solutions within Financial Advisor Services. Key: Coach & develop sales team (8+ yrs exp.) to drive model placement, deepen advisor relationships (portfolio-level conversations), and execute data-driven strategies. Master portfolio solutions, consultative sales, and influence cross-functional teams.

Full Job Description

Senior Sales Manager, Model Portfolio Solutions

Our Mission Starts With You

Were looking for a strategic, people-focused leader to drive growth of our Model Portfolio Solutions within Financial Advisor Services (FAS). In this role, youll lead a team of Internal Sales Consultants, guiding consultative, portfolio-level conversations that help advisors scale their practices and deliver better client outcomes.

Youll combine sales leadership, strategy, and talent development to expand adoption, deepen relationships, and elevate how we engage advisors.

Why Join Us

Make a meaningful impact by shaping how advisors adopt scalable portfolio solutions while building and leading a high-performing team. This is a unique opportunity to deliver results through leadership, innovation, and collaboration.

In this role you will

  • Hire, coach, and develop a team of Sales Consultants

  • Set clear goals, provide feedback, and build a strong, inclusive team culture

  • Play a key role in advancing the Model Portfolio sales strategy across FAS

  • Drive model placement opportunities by aligning solutions to advisor and platform needs

  • Lead the team to achieve sales, asset growth, and activity goals

  • Execute a scalable, data-driven sales strategy and monitor key metrics

  • Guide insight-driven, consultative conversations with financial advisors

  • Partner with External Sales to drive territory and relationship growth

  • Position Vanguard solutions to win new business and deepen adoption

  • Partner with distribution, product, and platform teams to scale adoption across key channels

  • Identify and influence strategic industry partnerships that accelerate commercialization and broaden distribution

  • Help evolve advisor solutions and enhance the service model

  • Promote a strong risk culture and ensure adherence to regulatory standards

What it takes

  • 8+ years of relevant experience, including sales and people leadership

  • Experience leading or developing teams in client-facing environments

  • Bachelors degree or equivalent experience

  • Required licenses/registrations (as determined by Compliance)

Specializations that will make an impact

  • Financial services or asset management experience

  • Knowledge of portfolio construction or model portfolios

  • Consultative or solution-based sales experience

  • Advanced degree or progress toward MBA/CFA

What Sets You Apart

  • Strong coach with a track record of developing talent

  • Ability to turn strategy into measurable outcomes

  • Collaborative leader who influences across teams

  • Data-driven decision-maker with strong business acumen

What Success Looks Like

  • Increased adoption of Model Portfolio Solutions

  • Consistent achievement of sales and activity goals

  • Strong partnerships across sales and internal teams

  • High-quality, advisor-focused client engagement

  • A culture of inclusion, accountability, and continuous growth

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe'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.