Vanguard
Financial Services
SeniorSalesAnalyst-RIAteam
Neural analysis suggests this role is
optimal for Senior candidates.
“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.
Data-driven analysis; Informed decision making
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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