Achieve established sales and retention goals through strategic selling activities, while providing leadership and guidance to extended sales team members and support partners to drive strong new business development
Develop and execute a strategic sales plan to efficiently identify high‑quality business opportunities and leverage Vanguard capabilities for maximum success
Partner with financial advisor organizations to raise awareness and drive adoption of Vanguard retirement solutions that help them meet their clients’ goals
Effectively represent Vanguard’s investments and services to prospects, clients, and industry organizations through client and prospect meetings, industry conferences, and written, verbal, and electronic communication
Leverage vendor partnerships to deliver comprehensive 401(k) plan solutions to prospective clients
Build and maintain strong relationships with senior and executive leadership at prospect and client organizations, identifying needs and proposing appropriate Vanguard solutions
Increase awareness of Vanguard’s investments and services through targeted prospecting and outreach activities
Apply knowledge of market dynamics and the competitive landscape to position Vanguard solutions effectively
Participate in special projects and perform other duties as assigned

Ability to operate independently in a field based role with travel requirements approximately 60% of the time
Undergraduate degree or equivalent combination of training and experience
Eight to ten years financial services experience with three to five years of successful institutional sales experience preferred
Proven ability to think and perform strategically, bringing innovative solutions to complex client or prospect situations
Proven ability to successfully develop strong working relationships with executive management in the prospect organization and internally within Vanguard
Extensive knowledge of institutional investment offerings and/or retirement plan services and competitive landscape
Strong knowledge of the institutional competitive environment, preferred
Excellent executive presence, poise and presentation skills
Proven leadership and personnel development skills
This job requires FINRA series 7 & 63 regulatory license and/or registration (e.g., FINRA, state, SFC).

Regional Sales Director – Retirement Plans

Key skills