Senior Consultant Relations Sales Exec - Northeast

Tech Sales Jobs; Boston (MA); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Vanguard Workplace Solutions is seeking a Consultant Relations Sales Executive for the Northeast to expand Vanguard’s institutional presence through strategic relationships with retirement and investment consultants. This executive-level role operates with significant autonomy and travel, aligning investment capabilities with consultant priorities to drive growth.

The position requires extensive experience in institutional financial services sales, strong stakeholder management, and the ability

Qualifications

• Minimum 8 years of experience in institutional financial services sales.
• Strong understanding of retirement recordkeeping and investment landscape.
• Proven ability to develop and execute strategic account plans.
• Excellent stakeholder management and influence skills.

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 knowledge

Strategic account planning

Stakeholder management

Travel readiness

FINRA licenses

Communication skills

Job description

Vanguard Workplace Solutions is seeking a Consultant Relations Sales Executive for the Northeast to expand Vanguard’s institutional presence through strategic relationships with retirement and investment consultants. This executive-level role operates with significant autonomy and travel, aligning investment capabilities with consultant priorities to drive growth.

The position requires extensive experience in institutional financial services sales, strong stakeholder management, and the ability