Conducts quantitative and qualitative analysis of sales data to track sales activities, performance, territory assignments, and/or market share. Recommends improvements and presents findings to optimize sales execution and implement sales growth objectives.

Core Responsibilities

1. Interprets, analyzes, organizes, and presents sales data to leaders to enable informed decision making and optimize sales activities and growth objectives.

2. Researches prospects and conducts market research and analysis of competitors. Develops an understanding of capital markets, asset management, and the financial services industry.

3. Executes routine sales data requests. Verifies the quality, accuracy and reasonableness of the data.

4. May partner with crew focused on RFP/RFI engagements to provide accurate and understandable sales data.

5. Participates in special projects and performs other duties as assigned.

Qualifications

• Three years related work experience.
• Undergraduate degree or equivalent combination of training and experience.

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.