Vanguard
Sales Analyst - Direct Indexing
Malvern, PA
Sponsorship not specifiedDetected 4 days ago
Project ManagementSalesCommunicationCollaboration
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odds of building a lasting career here
36Risky
Cap-exempt (no lottery)0
Sponsors this role75
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- This role will be a key contributor to the sales strategy, enablement, competitive intelligence, reporting, and home office integration efforts of Vanguard Personalized Indexing (VPI).
Responsibilities
- Primarily internally focused, this highly independent VPI expert will own several high-impact initiatives and partner closely with Specialty & Field Sales, Marketing, Relationship Management, Operations, and Finance teams.
- Own monthly and quarterly sales reporting, ensuring accurate, timely, and decision-useful insights for VPI and FAS Sales leadership.
- Develop competitive intelligence on direct indexing, personalized indexing, SMA providers, sponsor platforms, and evolving industry trends; translate findings into clear implications for VPI's distribution strategy.
- Identify and implement opportunities to leverage artificial intelligence, automation, and data to solve problems, streamline recurring work, and improve the scalability of VPI's sales strategy and enablement capabilities.
- Support ad hoc analysis, investment due diligence, and strategic questions from internal stakeholders and prospective platform partners.
Requirements
- High investment acumen, with the ability to understand and clearly communicate portfolio construction, tax management, indexing, and related investment concepts.
- Strong project management skills, exceptional attention to detail, and a proven ability to coordinate complex, cross-functional work from planning through execution.
- Demonstrated ability to operate independently, take full ownership of high-impact initiatives, and exercise sound judgment in ambiguous or evolving situations.
- Proven track record of using artificial intelligence, automation, or other technology-enabled approaches to solve problems, automate work, and improve processes.
Nice to have
- Experience in direct indexing, personalized indexing, SMAs, investment management, distribution strategy, sales enablement, or financial-services platform integration.
- Experience in private wealth management, portfolio construction, investment product management, tax-aware investing, or tax management.
- Experience supporting sales strategy, sales enablement, distribution strategy, or investment-product distribution.
- Experience with bank, broker-dealer, registered investment adviser, or wealth-management distribution channels.
- Experience coordinating financial-services platform integrations, investment due diligence, requests for information, or approval processes.
- Vanguard is not offering visa sponsorship for this position.
- translate findings into clear implications for VPI's distribution strategy.
- Lead complex, cross-functional projects with a high degree of independence, accountability, attention to detail, and follow-through.
Company info
- About Vanguard At Vanguard, we don't just have a mission-we're on a mission.
Visa & Work Authorization
- Vanguard is not offering visa sponsorship for this position.
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This listing is sourced directly from Vanguard's careers page and normalized into a canonical job model.