National Speaker & Advisor Education Specialist

Vanguard   •  

Scottsdale, AZ

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 113 days ago

The Advisor Education Specialist will conduct group presentations on industry research and Vanguard’s thought leadership tofinancial advisors within the Broker-Dealerchannel.

Primary Duties and Responsibilities:

  • Effectively conducts group presentations on FAS-approved content at advisory firms’ conferences, regional meetings, and educational events.
  • Builds expert-level knowledge of approved presentation content, presenting Vanguard products, portfolioconstruction, and practice management, as well as relevant industry research on investor attitudes and behavior.
  • Works with internal partners to enhance current presentations and develop new content.
  • Partners with Key Account Sales team on presentation logistics and content so that it aligns with Vanguard’s client strategy and meets the needs of the advisor audience.
  • Consults with client during meeting planning phase. Effectively handles advisor questions on presentation, as well as Vanguard’s products and services.
  • Appropriately positions Vanguard’s website and FAS Sales Team for advisors who want additional information/follow-up.
  • Reports event feedback to client contact and FAS Key Accounts sales team to ensure appropriate follow-up, identify future education opportunities, and deepen the client relationship.
  • Refines presentation skills through formal and informal training; advisor, peer and management feedback.
  • Coordinates travel arrangements in a fiscally responsible and flexible manner.
  • Participates in corporate initiatives and special projects as appropriate and performs other duties as assigned.

The Ideal Candidate Should Possess:

  • Undergraduatedegreerequired, MBA and/or professional designations (CIMA, CFP, CMFC, CFA) preferred.
  • Minimum of five years’ financial services industry experience; preferably with professional advisors in some capacity.
  • Active FINRA Series 7 and 63 licenses or the ability to obtain within 90 days of initial employment.
  • Exemplary presentation skills and the ability to influence financial professionals in a group setting.
  • Strong investment and financial acumen; a deep expertise of capital markets, portfolioconstruction, and investment products.
  • Excellent relationship management skills; able to work in a matrix environment with many partners.
  • Working knowledge of MS Office and Siebel.
  • Demonstrated in-depth knowledge of the financial services industry, Vanguard, and its competitors to address the needs of professional financial advisors.


Special Factors

80% TravelRequired.
Vanguard is not offering visa sponsorship for this position.