Regional Institutional Sales Leader (Hybrid)

Vanguard Group; Farmers Branch (TX); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Vanguard Group in Texas seeks an experienced Institutional Sales Executive to lead strategic plans, develop relationships with advisor organizations, and drive adoption of Vanguard investment products.

This role requires 8–10 years in financial services, 3–5 years in institutional sales, Series 6/63 licenses, and willingness to travel ~50%. Vanguard offers a hybrid work model and collaborative culture.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Master’s degree and/or CFA preferred.
• 8–10 years financial services experience with 3–5 years institutional sales experience preferred.
• Extensive knowledge of institutional investment offerings and retirement plan services.
• Strong knowledge of the institutional competitive environment.
• Excellent executive presence, poise and presentation skills.
• Series 6 and 63 licenses (or ability to obtain within 60 days).

Responsibilities

• Achieves established investment product sales goals through strategic selling activities.
• Leads and guides other sales executives, ISCs, analysts, and support staff to high performance.
• Develops a strategic sales plan for the assigned territory to identify new business relationships.
• Partners with advisor organizations to raise awareness of Vanguard products.
• Represents Vanguard products to prospects, clients, and industry organizations.
• Develops strong relationships with senior management of prospect and client organizations.
• Raises awareness of Vanguard investments through targeted prospecting.
• Uses market knowledge to position Vanguard offerings; participates in special projects.

Skills

Institutional sales leadership

Executive presence

Strategic selling

Education

Undergraduate degree

Master’s degree / CFA preferred

Tools

Series 6 licenses

Series 63 licenses

Job description

Vanguard Group in Texas seeks an experienced Institutional Sales Executive to lead strategic plans, develop relationships with advisor organizations, and drive adoption of Vanguard investment products.

This role requires 8–10 years in financial services, 3–5 years in institutional sales, Series 6/63 licenses, and willingness to travel ~50%. Vanguard offers a hybrid work model and collaborative culture.