Regional Retirement Plans Director - Small Market Growth

Vanguard; Malvern (Chester County); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Vanguard is seeking a results-driven Regional Sales Director for the Mid-South region, focusing on growing retirement plan solutions for small-market employers. This role emphasizes the management of a defined territory and building advisor relationships while achieving sales goals. Candidates should have substantial financial services experience and a proven track record in institutional sales. This position is field-oriented, requiring approx 60% travel, and operates in a hybrid model for those near Charlotte, NC or Malvern, PA.

Qualifications

• Eight to ten years of financial services experience, with three to five years of successful institutional sales experience preferred.
• Ability to operate independently in a field-based role requiring travel approximately 60% of the time.
• Proven ability to develop strong working relationships with executive management.

Responsibilities

• Achieve established sales and retention goals through strategic selling activities.
• Develop and execute a strategic sales plan to identify high-quality business opportunities.
• Partner with financial advisors to drive adoption of Vanguard retirement solutions.

Skills

Sales Leadership

Relationship Building

Strategic Selling

Market Knowledge

Presentation Skills

Personnel Development

Education

Undergraduate degree or equivalent

Job description

Vanguard is seeking a results-driven Regional Sales Director for the Mid-South region, focusing on growing retirement plan solutions for small-market employers. This role emphasizes the management of a defined territory and building advisor relationships while achieving sales goals. Candidates should have substantial financial services experience and a proven track record in institutional sales. This position is field-oriented, requiring approx 60% travel, and operates in a hybrid model for those near Charlotte, NC or Malvern, PA.