Consultant Relations Sales Executive, Northeast

Vanguard; New York (NY); Hybrid; USD 140,000 - 240,000; Full time

Job summary

Vanguard Workplace Solutions is seeking a senior Consultant Relations Sales Executive for the Northeast. You will own relationships with consultants, align Vanguard investment capabilities with client priorities, and drive institutional growth with substantial autonomy.

The role requires 8+ years in institutional financial services sales, strong portfolio knowledge, and FINRA licenses (6/7, 63) or ability to obtain.

Qualifications

• Minimum of 8 years in institutional financial services sales.
• Strong understanding of retirement recordkeeping and investment landscape.
• FINRA Series 6/7 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 consultants and internal stakeholders.
• Represent Vanguard’s capabilities clearly 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 conferences.
• Document and manage opportunities in line with sales processes and compliance standards.
• Mentor and coach junior sales professionals and internal partners.
• Monitor market, regulatory developments to inform strategy.
• Participate in special projects and additional responsibilities as assigned.

Skills

Institutional sales

Stakeholder management

Consultant relations

Travel 60%

Education

FINRA licenses (6/7, 63)

Tools

CRM software

Job description

About Vanguard Workplace Solutions

Vanguard Workplace Solutions (VWS) supports millions of workers in achieving investment success through employer-sponsored retirement plans. As the leading retirement asset manager in the United States, VWS oversees 23% of defined contribution assets and more than $2 trillion in assets under management. Serving approximately 1,300 employers and 20 million investors nationwide, Vanguard combines scale, investment expertise, and personalized service to deliver strong retirement outcomes.

About Vanguard Workplace Solutions

Vanguard Workplace Solutions (VWS) supports millions of workers in achieving investment success through employer-sponsored retirement plans. As the leading retirement asset manager in the United States, VWS oversees 23% of defined contribution assets and more than $2 trillion in assets under management. Serving approximately 1,300 employers and 20 million investors nationwide, Vanguard combines scale, investment expertise, and personalized service to deliver strong retirement outcomes.

The Consultant Relations Sales Executive, Northeast

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.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.