Partner with Directors to strategically develop and drive new Recordkeeping and Investment business.
Serve as a strategic partner, aligning long-term plans with evolving business needs.
Cultivate deep connections with your Key Account team, business partners, and consultants, to deliver value.
Work with teams across Workplace Solutions, Financial Advisor Services, Investment Management, and others to deliver a seamless experience and a compelling offer.
Influence Vanguard’s competitive positioning by understanding consultant dynamics at the individual, field, and home office level.
Requirements
Undergraduate degree or an equivalent combination of education and experience.
Minimum five years general experience or five years industry with some experience working with defined contribution plans preferred.
Strong knowledge of the recordkeeping retirement landscape.
This job requires Series 6 (or Series 7) and Series 63 licensing and/or registration (e.g. FINRA, state, SFC).