Consultant Relations Executive — Northeast, Institutional Sales

Vanguard; Malvern (Chester County); On-site; USD 180,000 - 240,000; Full time

Job summary

Vanguard Workplace Solutions is seeking a Consultant Relations Sales Executive for the Northeast. The candidate will own relationships with senior consultants and translate market insights into actionable growth strategies, operating with autonomy and cross-functional collaboration.

The role emphasizes building credible communications, driving adoption of Vanguard solutions, and mentoring junior colleagues while navigating regulatory and industry developments.

Qualifications

• 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)

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.

Skills

Institutional sales

Relationship management

Stakeholder influence

Travel 60%

Education

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

Tools

CRM/relationship management tools

Job description

Vanguard Workplace Solutions is seeking a Consultant Relations Sales Executive for the Northeast. The candidate will own relationships with senior consultants and translate market insights into actionable growth strategies, operating with autonomy and cross-functional collaboration.

The role emphasizes building credible communications, driving adoption of Vanguard solutions, and mentoring junior colleagues while navigating regulatory and industry developments.