Advisor Education Specialist

Malvern, PA, US
Scottsdale, AZ, US

November 16, 2018
The Advisor Education Specialist will conduct group presentations on Industry research and Vanguard’s thought leadership to financial advisors at local and national conferences.

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, portfolio construction, 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:

  • Undergraduate degree required, 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, portfolio construction, 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

60-80% Travel Required.
Vanguard is not offering visa sponsorship for this position.