Vista previa generada por IA
Buscamos un Analista de Desarrollo de Negocios en México para impulsar ventas y relaciones con intermediarios.
Rol híbrido en Ciudad de México con enfoque en gestión de datos, investigación de mercados y soporte operativo.
We’re looking for a Business Development Analyst to support our Wealth business, focused on Mexico intermediaries. This team supports asset managers, private banks, independent advisors, family and multi-family offices, and digital platforms across the region.
**This Hybrid role (in office Tues-Wed-Thurs) is based in Mexico City, MX**
Responsibilities:
- -Support the sales team by maintaining and auditing client and prospect data, ensuring accuracy and completeness across systems
- -Conduct research and provide insights on financial markets, investment products, and industry trends
- -Coordinate follow-ups for sales executives and respond to medium-complexity client and prospect inquiries
- -Provide day-to-day tactical and analytical support to help sales teams maximize client engagement
- -Assist with planning and execution of sales meetings, events, and logistics; track and report on key metrics
- -Partner with sales teams to enhance client relationship management and identify opportunities to improve outcomes
- -Outline pros/cons of potential solutions to support client and business decision-making
- -Contribute to special projects and broader team initiatives
Qualifications:
- -2+ years of relevant experience in sales support, business development, or financial services
- -Bachelor’s degree or equivalent combination of education and experience
- -Strong analytical, organizational, and communication skills
- -Interest in financial markets and investment products
Nice to Have:
- -Progress toward CFA designation
- -AMIB Certification (Investment Strategies Advisor – Series 210)
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.