Head of National Accounts & Institutional Sales, Vanguard Canada

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 5, 2026
Experience: 8 to 10 years financial services experience with at least 5 years in a senior level client or prospect relationship role.
Posting language: English
Posted: Oct 6, 2026

Original job description

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.
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.
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 participate 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.
Master’s degree and/or Chartered Financial Analyst (CFA), preferred

Qualifications

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 innovative 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.

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More about this job

Responsibilities

Lead Vanguard Canada's B2B distribution strategy and sales organization, achieving growth, retention, and market-share goals across intermediary investment and institutional retirement markets. Develop client and prospect relationships, position Vanguard's investment offerings, and lead, coach, and support sales staff.

Requirements

Requires 8–10 years of financial services experience, including at least 5 years in a senior client or prospect relationship role, along with strategic thinking, investment-industry knowledge, executive relationship skills, and strong communication and leadership abilities. A master's degree and/or CFA is preferred; a current Dealing Representative designation across all provinces is preferred or must be obtained within the first year.

Skills

Sales Leadership
B2B Distribution Strategy
Institutional Sales
Intermediary Investment Sales
Strategic Sales Planning
Asset Growth
Client Retention
Business Development
Executive Relationship Building
Investment Product Knowledge
Competitive Market Analysis
Presentation Skills
Written Communication
Staff Leadership
Personnel Development

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investment Management
B2B Distribution
National Accounts
Institutional Sales
Intermediary Investments
Institutional Retirement
Sales Strategy
Asset Growth
Assets Under Management
Client Retention
Market Share
Business Development
Executive Relationships
Investment Offerings
Competitive Environment
Consultants
Record Keepers
Defined Contribution Business
Dealing Representative Designation
Chartered Financial Analyst
Staff Development
Sales Leadership
Toronto

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