Senior Consultant Relations & Institutional Sales - Northeast

Vanguard; Charlotte (NC); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard Workplace Solutions seeks a Consultant Relations Sales Executive for the Northeast to own relationships with senior consultants and drive institutional growth. The role emphasizes translating market insights into actionable strategies and maintaining credible communication across stakeholders.

In this hybrid position, you will travel ~60%+, develop engagement plans, and mentor junior team members while aligning Vanguard capabilities with consultant priorities and regulatory standards.

Qualifications

• 8+ years of experience in institutional financial services sales.
• Strong understanding of retirement recordkeeping and investment landscape.
• Proven success developing and executing strategic account plans.
• Solid investment knowledge and market acumen.
• Exceptional stakeholder management and influence skills.
• Willingness to travel at least 60%.
• FINRA Series 6 or 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 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.

Skills

Institutional sales

Retirement industry knowledge

Strategic account planning

Stakeholder management

Travel 60%+

FINRA licenses 6/7/63

Job description

Vanguard Workplace Solutions seeks a Consultant Relations Sales Executive for the Northeast to own relationships with senior consultants and drive institutional growth. The role emphasizes translating market insights into actionable strategies and maintaining credible communication across stakeholders.

In this hybrid position, you will travel ~60%+, develop engagement plans, and mentor junior team members while aligning Vanguard capabilities with consultant priorities and regulatory standards.