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.

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%

Skills

FINRA Series 6 or 7 and Series 63 licenses (or ability to obtain)

Benefits

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.