Senior Institutional Consultant Relations Executive

Tech Sales Jobs; Malvern (Chester County); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Vanguard Workplace Solutions is seeking an experienced Consultant Relations Sales Executive for the Northeast region. This executive-level role focuses on expanding Vanguard’s institutional presence through strategic relationships with retirement and investment consultants and other key stakeholders.

You will own primary relationships, translate market insights into action, and influence consultant advocacy while navigating complex sales cycles across multiple states.

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.

Skills

Institutional sales

Retirement knowledge

Strategic account planning

Stakeholder management

Travel readiness

FINRA licenses (6/7 & 63)

Job description

Vanguard Workplace Solutions is seeking an experienced Consultant Relations Sales Executive for the Northeast region. This executive-level role focuses on expanding Vanguard’s institutional presence through strategic relationships with retirement and investment consultants and other key stakeholders.

You will own primary relationships, translate market insights into action, and influence consultant advocacy while navigating complex sales cycles across multiple states.