Vanguard

Financial Services

SeniorSalesAnalyst-RIAteam

$115–175k ~AI est. Malvern, Pennsylvania, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Sales Analyst- RIA team at Vanguard. Skills: Sales strategy, Data analysis, Market research. Partner with sales professionals and sales managers. Support sales strategy and growth objectives”

What You'll Achieve.

Improved sales performance

Industry & Context.

Financial Services
Problems you'll solve

Data-driven analysis; Informed decision making

Eligibility Requirements

Regulatory license/registration required

What They're Looking For.

Must Have

Five years related work experience, regulatory license and/or registration

Nice to Have

Two years of sales analysis experience, Graduate degree, CFA, CIMA, or Graduate degree

What You'll Do.

Partner with sales professionals and sales managers

Support sales strategy and growth objectives

Conduct competitive and market research

Build and apply working knowledge

and organize sales and market data

Provide analytical support

Inform sales execution and planning

Support RFP and RFI engagements

Contribute sales data and analysis

Identify opportunities to improve sales effectiveness

and areas of opportunity

Participate in special projects

Perform other duties as assigned

How You'll Work.

Team & Collaboration

Sales professionals; Sales managers; Sales leaders

Communication Scope

Summaries; Reports; Presentations

Full Job Description

**Job Summary** This role supports sales growth objectives by providing sales strategy insights, competitive intelligence, and data‑driven analysis. The Specialist partners with sales professionals and managers to assess market opportunities, optimize sales execution, and inform territory and prospect strategies. By translating complex data into clear insights, this role enables informed decision making and improved sales performance. **Core Responsibilities** * Partners with sales professionals and sales managers to support sales strategy and growth objectives through quantitative and qualitative analysis of client and prospect opportunities. * Conducts competitive and market research to identify trends, risks, and opportunities across industry and product lines. Builds and applies working knowledge of capital markets, asset management, and the financial services industry. * Analyzes, interprets, and organizes sales and market data; prepares summaries, reports, and presentations to support sales leaders’ decision making. * Provides analytical support related to markets, territories, client utilization, and prospect prioritization to inform sales execution and planning activities. * Supports RFP and RFI engagements by contributing accurate and understandable sales data and analysis. * Identifies opportunities to improve sales effectiveness and execution by highlighting insights, patterns, and areas of opportunity. * Participates in special projects and performs other duties as assigned. **Qualifications** * Five years related work experience. Two years of sales analysis experience preferred. * Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. * CFA, CIMA, or Graduate degree preferred. * This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. **Special Factors** **Sponsorship** Vanguard is not offering visa sponsorship

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