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Join Vanguard as a Hybrid Sales Executive in Mexico City – drive institutional growth & build lasting client relationships.
Utilize JPMA skills, market insight, and regulatory knowledge to position Vanguard’s ETFs and mutual funds across Mexico’s institutional landscape.
Hybrid Sales Executive - Institutional
Location: Mexico City, Mexico
The Sales Executive is responsible for building, deepening, and sustaining long term relationships with institutional investors and financial intermediaries across Mexico. This role drives new business development and client retention by positioning Vanguard’s mutual funds and ETFs as core investment solutions for institutional portfolios.
**This Hybrid Role (in office Tues Wed Thurs) is based in Mexico City, MX**
Responsibilities
Achieve established sales growth and client retention goals through disciplined execution of the end‑to‑end institutional sales process.
Manage and grow relationships within assigned Mexican institutional client segments, owning planning, execution, and follow‑through for medium to high‑value clients.
Develop and execute a strategic sales plan for the Mexican institutional market, identifying new opportunities and aligning Vanguard capabilities to client needs.
Serve as a trusted partner to clients, prospects, consultants, and industry stakeholders by clearly articulating Vanguard’s investment philosophy, products, and services through in‑person, virtual, written, and digital channels.
Build strong, senior‑level relationships within client and prospect organizations, increasing awareness of Vanguard through targeted outreach, meetings, conferences, and industry events.
Independently cover less complex prospects and accounts while collaborating with senior sales leaders on larger or more complex institutional relationships.
Leverage knowledge of market trends, client needs, and competitive dynamics to effectively position Vanguard’s solutions.
Maintain a strong understanding of the Mexican regulatory environment and ensure all activities align with applicable laws, regulations, and Vanguard’s Code of Ethics.
Partner closely with internal stakeholders to share market insights, coordinate client support, and continuously improve the client experience.
Contribute to special projects and broader business initiatives as needed.
Education & Experience
Bachelor’s degree or equivalent combination of education, training, and experience required; advanced degree preferred.
Approximately five years of relevant professional experience, including at least three years in institutional or intermediary sales, relationship management, or a related financial services role.
Demonstrated ability to develop senior‑level client relationships and deliver measurable sales and retention outcomes.
CFA designation preferred.
Special Factors
AMIB Figure 3 license required or must be obtained within an agreed‑upon timeframe.
Role requires periodic in‑person client meetings and attendance at industry events within Mexico.
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.