Regional Sales Director, Retirement Plans- Small Market

Vanguard; Malvern (Chester County); Hybrid; USD 100.000 - 150.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Sales Leadership

Relationship Building

Strategic Selling

Market Knowledge

Presentation Skills

Personnel Development

Ausbildung

Undergraduate degree or equivalent

Jobbeschreibung

Are you a results‑driven sales professional who enjoys building relationships and closing business in the field? Do you want to own a territory, partner closely with financial advisors, and help more employees gain access to strong retirement plans? As a Regional Sales Director, you’ll play a key role in growing retirement plan solutions for small‑market employers while representing a trusted industry leader.

The Vanguard Retirement Plan Access (VRPA) sales team partners with financial advisors to bring retirement plan recordkeeping and participant tools to small‑market employers. The Regional Sales Director is a field‑based sales role responsible for managing a defined territory and driving new 401(k) plan business for clients with up to $50M in assets. This role focuses on developing advisor relationships, identifying opportunities, and closing new business. The position is highly field‑oriented and requires frequent travel throughout the territory. The Regional Sales Director works in close partnership with an internal consultant to manage a shared advisor book and deliver coordinated sales coverage.

Responsibilities

• Achieve established sales and retention goals through strategic selling activities, while providing leadership and guidance to extended sales team members and support partners to drive strong new business development.
• Develop and execute a strategic sales plan to efficiently identify high‑quality business opportunities and leverage Vanguard capabilities for maximum success.
• Partner with financial advisor organizations to raise awareness and drive adoption of Vanguard retirement solutions that help them meet their clients’ goals.
• Effectively represent Vanguard’s investments and services to prospects, clients, and industry organizations through client and prospect meetings, industry conferences, and written, verbal, and electronic communication.
• Leverage vendor partnerships to deliver comprehensive 401(k) plan solutions to prospective clients.
• Build and maintain strong relationships with senior and executive leadership at prospect and client organizations, identifying needs and proposing appropriate Vanguard solutions.
• Increase awareness of Vanguard’s investments and services through targeted prospecting and outreach activities.
• Apply knowledge of market dynamics and the competitive landscape to position Vanguard solutions effectively.
• Participate in special projects and perform other duties as assigned.

Qualifications

• Ability to operate independently in a field‑based role with travel requirements approximately 60% of the time.
• Undergraduate degree or equivalent combination of training and experience.
• Eight to ten years financial services experience with three to five years of successful institutional sales experience preferred.
• Three to five years of successful institutional sales experience preferred.
• Proven ability to think and perform strategically, bringing innovative solutions to complex client or prospect situations.
• Proven ability to successfully develop strong working relationships with executive management in the prospect organization and internally within Vanguard.
• Extensive knowledge of institutional investment offerings and/or retirement plan services and competitive landscape.
• Strong knowledge of the institutional competitive environment, preferred.
• Excellent executive presence, poise and presentation skills.
• Proven leadership and personnel development skills.
• This job requires FINRA series 7 & 63 regulatory license and/or registration (e.g., FINRA, state, SFC). These will be determined by Compliance based on role specific requirements and responsibilities.

Location & Work Model

• Territory: Mid‑South region including North Carolina, South Carolina, Indiana, Kentucky and parts of Tennessee (including Nashville).
• Candidates based within close proximity to Charlotte, NC or Malvern, PA will work in a hybrid office model.

Sponsorship

Vanguard is not offering visa sponsorship for this position.