Key skills
Stakeholder ManagementCommunicationCollaborationSales
About this role
Role Overview
- Develop and execute strategic territory and consultant engagement plans to drive growth and retention
- Build and maintain trusted relationships with senior and executive-level consultants and internal stakeholders
- Represent Vanguard’s investment capabilities clearly and credibly through in-person, written, and digital communication
- Influence consultant perspectives to support adoption and positioning of Vanguard solutions
- Execute targeted prospecting strategies, including meetings, events, and industry conferences
- Document and manage opportunities in accordance with established sales processes and compliance standards
- Mentor and coach junior sales professionals and internal partners
- Monitor market, competitive, and regulatory developments to inform positioning and strategy
- Participate in special projects and additional responsibilities as assigned
Requirements
- Minimum of 8 years of experience in institutional financial services sales
- Strong understanding of the retirement recordkeeping and investment landscape
- Demonstrated success developing and executing strategic account plans
- Solid investment knowledge and market acumen
- Exceptional stakeholder management and influence skills
- Ability to travel at least 60%
- FINRA Series 6 or 7 and Series 63 licenses (or ability to obtain)
Benefits
- Hybrid working model designed for flexibility while enabling in-person learning and collaboration