8+ years of experience in institutional financial services sales
Deep understanding of retirement recordkeeping and investment landscape
Proven track record in developing and executing strategic account plans
Strong investment knowledge and market acumen
Exceptional skills in stakeholder management and influence
Willingness to travel at least 60%
FINRA Series 6 or 7 and Series 63 licenses (or ability to obtain)
Responsibilities
Develop and execute strategic territory and consultant engagement plans
Build and maintain trusted relationships with senior consultants and internal stakeholders
Represent Vanguard's investment capabilities through various communication channels
Influence consultant perspectives to support Vanguard solutions
Execute targeted prospecting strategies at meetings and industry events
Document and manage opportunities per sales processes and compliance standards
Mentor and coach junior sales professionals and internal partners
Monitor market and regulatory developments to inform strategy
Benefits
Opportunity to work with a leading investment firm
Significant autonomy in decision-making and strategy execution
Engagement with senior-level consultants and stakeholders
Professional development through mentoring and coaching
Participation in special projects and additional responsibilities
Full Job Description
The Consultant Relations Sales Executive, Northeast is an executive-level individual contributor responsible for advancing Vanguard's institutional presence through strategic relationships with retirement and investment consultants. This role serves as a primary relationship owner and trusted advisor, aligning Vanguard's investment capabilities with consultant priorities while translating market and consultant insights into actionable strategies that drive institutional growth. Operating with significant autonomy, this executive influences consultant advocacy, strengthens strategic partnerships, and contributes to sustained sales and retention outcomes.
What you do
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.
What it takes
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)
Professional Standards
This role requires the highest standards of integrity, professionalism, and compliance. All activities must align with Vanguard's Code of Ethics and applicable regulatory requirements.
Special Factors
Sponsorship Vanguard is not offering visa sponsorship for this position.
