Senior Institutional Investments Executive – West Coast

Vanguard; Seattle (WA); Hybrid; USD 180,000 - 280,000; Full time

Job summary

Vanguard seeks an accomplished senior investment sales executive to own a portfolio of high-priority institutional accounts. You will drive multi-year relationship development, identify enterprise opportunities, and lead complex sales engagements from prospecting through negotiations.

You will build executive-level relationships with institutional buyers, coordinate cross-functional teams, and expand Vanguard's share of wallet across DC, DB, corporate, and other asset pools.

Qualifications

• Undergraduate degree or equivalent. Master's degree, CFA, or other credentials preferred.
• 10+ years in financial services or institutional investment, with success in institutional sales or business development.
• Proven record closing large, complex opportunities and building executive relationships.
• Experience engaging with C-suite and senior institutional decision-makers.
• Extensive knowledge of institutional investment markets, retirement plans, and investment products.
• Strong understanding of mutual funds, CITs, and institutional structures.
• Proven ability to originate opportunities within long-cycle relationships.
• Executive presence and negotiation skills; capable of leading cross-functional teams.
• Series 7 and 63 licenses, or ability to obtain within 60 days.

Responsibilities

• Originates, develops, and closes complex institutional opportunities within a defined portfolio of strategic accounts.
• Owns strategy and commercial development of assigned accounts with multi-year plans.
• Builds senior-level relationships with sophisticated institutional buyers and decision-makers.
• Creates new opportunities and institutional whitespace beyond searches and RFPs.
• Leads complex sales processes including prospecting, RFIs/RFPs, and negotiations.
• Coordinates Vanguard resources to deliver an integrated Vanguard approach for accounts.
• Maintains pipeline quality, progression, and forecasting across the portfolio.
• Mentors and coaches sales resources to raise overall team effectiveness.

Skills

Strategic sales

C-suite engagement

Relationship building

Account management

Negotiation

Presentation skills

Cross-functional leadership

Executive presence

Long-cycle sales

Specialist licensing (Series 7/63)

Education

Bachelor's degree or higher

MBA or CFA preferred

Job description

Vanguard seeks an accomplished senior investment sales executive to own a portfolio of high-priority institutional accounts. You will drive multi-year relationship development, identify enterprise opportunities, and lead complex sales engagements from prospecting through negotiations.

You will build executive-level relationships with institutional buyers, coordinate cross-functional teams, and expand Vanguard's share of wallet across DC, DB, corporate, and other asset pools.