Senior Workplace Retirement Solutions Strategist

Vanguard Group; Malvern (Chester County); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Vanguard in Malvern, PA seeks a Workplace Sales Professional to expand our retirement market presence with plan sponsors, consultants, and advisors.

You will drive new business, manage a strategic pipeline, and lead consultative engagements across the institutional channel, traveling up to 50%.

The role requires executive presence, deep industry knowledge, and the ability to mobilize cross-functional teams to deliver compelling retirement solutions.

Qualifications

• Extensive experience selling to plan sponsors and consultants.
• Proven success in complex, multi-stakeholder sales cycles.
• Strong knowledge of the workplace retirement marketplace.
• Ability to travel ~50% as required.

Responsibilities

• Drive new business and revenue growth.
• Develop and execute sales strategies to generate workplace retirement opportunities.
• Build and manage a high-quality pipeline through RFPs and negotiations.
• Identify client needs and translate into differentiated solutions.
• Forecast, prioritize opportunities, and manage the sales process.
• Collaborate with cross-functional teams to deliver client solutions.
• Serve as quarterback for complex opportunities.

Skills

Retirement industry experience

Consultative sales

Relationship building

Executive presence

Institutional financial services

Education

FINRA Series 6/7 and 63

Tools

CRM proficiency

Job description

Vanguard in Malvern, PA seeks a Workplace Sales Professional to expand our retirement market presence with plan sponsors, consultants, and advisors.

You will drive new business, manage a strategic pipeline, and lead consultative engagements across the institutional channel, traveling up to 50%.

The role requires executive presence, deep industry knowledge, and the ability to mobilize cross-functional teams to deliver compelling retirement solutions.