Senior Consultant Relations Executive – Northeast

The Vanguard Group; Malvern (Chester County); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Vanguard seeks a Consultant Relations Sales Executive, Northeast, to advance Vanguard’s institutional presence through strategic relationships with retirement and investment consultants. This executive owner will translate market insights into actionable strategies, drive growth, and influence consultant advocacy with significant autonomy.

Travel is expected at least 60% of the time, with a focus on building trusted partnerships and mentoring junior sales professionals within Vanguard's hybrid

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%.

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.

Education

FINRA Series 6 or 7 and Series 63 licenses

Job description

Vanguard seeks a Consultant Relations Sales Executive, Northeast, to advance Vanguard’s institutional presence through strategic relationships with retirement and investment consultants. This executive owner will translate market insights into actionable strategies, drive growth, and influence consultant advocacy with significant autonomy.

Travel is expected at least 60% of the time, with a focus on building trusted partnerships and mentoring junior sales professionals within Vanguard's hybrid