Senior Institutional Consultant Relations Executive

Vanguard

New York (NY)

Hybrid

USD 140,000 - 240,000

Full time

3 days ago

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Job summary

Vanguard Workplace Solutions is seeking a senior Consultant Relations Sales Executive for the Northeast. You will own relationships with consultants, align Vanguard investment capabilities with client priorities, and drive institutional growth with substantial autonomy.

The role requires 8+ years in institutional financial services sales, strong portfolio knowledge, and FINRA licenses (6/7, 63) or ability to obtain.

Qualifications

Minimum of 8 years in institutional financial services sales.
Strong understanding of retirement recordkeeping and investment landscape.
FINRA Series 6/7 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 consultants and internal stakeholders.
Represent Vanguard’s capabilities clearly 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 conferences.
Document and manage opportunities in line with sales processes and compliance standards.
Mentor and coach junior sales professionals and internal partners.
Monitor market, regulatory developments to inform strategy.
Participate in special projects and additional responsibilities as assigned.