Senior Workplace Retirement Sales Leader

Vanguard Group; Farmers Branch (TX); Hybrid; USD 140,000 - 210,000; Full time

Job summary

Vanguard is seeking a Workplace Sales Professional to drive new business in the US workplace retirement market. You will build trusted relationships with plan sponsors, consultants, and executives, navigating complex stakeholder environments to win strategic opportunities.

The role requires deep retirement-industry knowledge, executive presence, and proven sales effectiveness, with up to 50% travel. A strong track record in institutional financial services sales and FINRA certifications are

Qualifications

• Significant experience in retirement, institutional financial services, or related B2B financial-services sales.
• Proven success developing relationships and winning complex consultative sales opportunities.
• Strong knowledge of the workplace retirement marketplace and institutional decision-making.
• Experience engaging sophisticated plan sponsors, consultants, advisors, and executive decision-makers.

Responsibilities

• Drive new business and revenue growth by executing sales strategies for workplace retirement opportunities.
• Build and manage a high-quality pipeline from discovery through RFP, negotiations, and implementation.
• Diagnose client needs and translate them into differentiated retirement solutions.
• Lead discovery conversations, presentations, and critical stages of the institutional sales process.
• Collaborate with internal partners to deliver compelling client solutions and coordinate cross-functional efforts.
• Maintain knowledge of industry trends, competitive dynamics, and regulatory developments.

Skills

Relationship building

Sales strategy

Executive communication

Pipeline management

Industry knowledge

Education

FINRA Series 6/7 & 63

Job description

Vanguard is seeking a Workplace Sales Professional to drive new business in the US workplace retirement market. You will build trusted relationships with plan sponsors, consultants, and executives, navigating complex stakeholder environments to win strategic opportunities.

The role requires deep retirement-industry knowledge, executive presence, and proven sales effectiveness, with up to 50% travel. A strong track record in institutional financial services sales and FINRA certifications are