Consultant Relations Sales Executive-West, Vanguard Workplace Solutions

About the role

The Consultant Relations Sales Executive 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.

Responsibilities

• 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).

Qualifications

• Bachelor's degree in finance, business administration, or a related field.
• Proven track record of success in sales and relationship management.
• Experience in the financial services industry, particularly in retirement consulting and investment management.
• Strong interpersonal and communication skills, both verbal and written.
• Ability to work independently and as part of a team.
• Knowledge of industry trends, regulations, and best practices.

Skills

• Strategic planning and execution.
• Relationship building and stakeholder management.
• Market analysis and competitive intelligence gathering.
• Effective communication and presentation skills.
• Travel and client interaction skills.
• Technical proficiency in relevant software and tools.

Benefits

Vanguard offers a comprehensive benefits package designed to support the diverse needs of our employees. This includes:

• Health, dental, and vision insurance.
• Paid time off, including vacation, sick leave, and holidays.
• Flexible spending accounts (FSAs) for healthcare and dependent care expenses.
• Retirement savings plans, including a 401(k) with company matching.
• Employee assistance programs (EAPs) for mental health support.
• Discounted products and services for employees and their families.

Pay

The salary range for this role is $120,000 - $180,000 annually, depending on experience and qualifications.

Schedule

This role is currently hybrid, with a mix of remote and in-office work. Flexibility is key to our hybrid model, allowing employees to balance work and personal commitments effectively.

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.