Head of National Accounts & Institutional Sales Vanguard, a global leader in investment management, is seeking an accomplished and transformative Head of National Accounts & Institutional Sales for Vanguard Canada to develop and lead all B2B distribution strategies and activities in Canada. This is an outstanding opportunity for a proven sales leader to drive retention, sales growth, and market share in Canada's investment landscape, focusing on intermediary investment and institutional retirement clients. As a key member of our Canadian leadership team, you will play a crucial role in further enhancing Vanguard's reputation for delivering exceptional value, unparalleled client service, and innovative investment solutions.
What it takes Leads staff
Provides guidance, training, and motivation as necessary to develop staff
Hires, evaluates, and counsels crew
Follows corporate disciplinary procedures per established Vanguard standards as required
Sets performance standards, reviews performance, provides feedback, and recommends wage increases in accordance with all applicable Human Resources and country policies and procedures
Sales and Retention Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process
Develops a strategic sales plan to increase assets under management, efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success within the target markets and segments of Canada (e.g., retail analyst, industry head offices, key retail gate keepers, DC business, key consultants, and record keepers)
Effectively presents Vanguard's investments and services to prospects, clients, and industry organizations through written, verbal, and electronic media
Develops strong relationships with senior and executive management of prospect and client organizations
Raises awareness of Vanguard's investments and services through targeted prospecting activities




Implements long term relationship growth strategies for key territory prospects
Business Development Uses expertise of market and competitive environments to help position Vanguard's services appropriately
Provides support to other members of the Sales team and guidance to the support staff to achieve highest levels of performance
Supports corporate initiatives and actively participates in programs as appropriate
Participates in special projects and performs other duties as assigned
Special Factors Existing relationships across provinces is a plus
Current Dealing Representative designation in all provinces preferred
Otherwise, must be attained within first year
Qualifications Master’s degree and/or Chartered Financial Analyst (CFA), preferred
8 to 10 years financial services experience with at least 5 years in a senior level client or prospect relationship role
Ability to think and perform strategically, bringing creative solutions to complex client or prospect situations
Ability to successfully develop strong working relationships with executive management in the prospect organization and internally within Vanguard
Extensive knowledge of industry investment offerings
Strong knowledge of the competitive environment
Excellent executive presence, poise, and presentation skills
Excellent verbal and written communication skills
Strong leadership and personnel development skills
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.
Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

#J-18808-Ljbffr

📌 Head of National Accounts & Institutional Sales, Vanguard Canada (Ontario)
🏢 The Vanguard Group
📍 Ontario