Senior Institutional Consultant Relations Executive

Tech Sales Jobs; Charlotte (NC); Hybride; USD 140 000 - 210 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Résumé du poste

Vanguard seeks a Consultant Relations Sales Executive in the Northeast to elevate our institutional presence with retirement and investment consultants. You will own relationships, translate market insights into growth strategies, and influence advisor perspectives to drive adoption of Vanguard solutions.

This executive role requires strong sales leadership, strategic planning, and the ability to travel frequently to meet with clients and participate in conferences while maintaining regulatory

Qualifications

• Minimum of 8 years of experience in institutional financial services sales.
• Strong understanding of 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%.
• FINRA Series 6 or 7 and Series 63 licenses (or ability to obtain).

Responsabilités

• 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.

Connaissances

Institutional sales

Strategic account planning

Stakeholder management

Executive communication

Travel readiness

Formation

FINRA Series 6/7 and Series 63 licenses

Description du poste

Vanguard seeks a Consultant Relations Sales Executive in the Northeast to elevate our institutional presence with retirement and investment consultants. You will own relationships, translate market insights into growth strategies, and influence advisor perspectives to drive adoption of Vanguard solutions.

This executive role requires strong sales leadership, strategic planning, and the ability to travel frequently to meet with clients and participate in conferences while maintaining regulatory