Strategic Consultant Relations Executive – Northeast

Vanguard; Boston (MA); On-site; USD 140,000 - 220,000; Full time

Job summary

Vanguard Workplace Solutions seeks a seasoned Consultant Relations Sales Executive for the Northeast. You will own relationships with senior consultants, align Vanguard’s investment capabilities with client priorities, and drive strategic growth across the territory.

This role offers significant autonomy, travel, and opportunities to influence adoption of Vanguard solutions while collaborating with internal partners to sustain revenue and client retention.

Qualifications

• Minimum of 8 years of experience in institutional financial services sales.
• Strong understanding of the retirement recordkeeping and investment landscape.
• Proven ability to develop and execute strategic account plans.
• Solid investment knowledge and market acumen.
• Exceptional stakeholder management and influence skills.
• Ability to travel at least 60%.
• FINRA Series 6 or 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 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.
• Participate in special projects and additional responsibilities as assigned.

Skills

Institutional sales

Stakeholder management

Strategic account planning

Communication skills

Travel readiness

Education

FINRA Series 6/7 & 63 licenses

Job description

Vanguard Workplace Solutions seeks a seasoned Consultant Relations Sales Executive for the Northeast. You will own relationships with senior consultants, align Vanguard’s investment capabilities with client priorities, and drive strategic growth across the territory.

This role offers significant autonomy, travel, and opportunities to influence adoption of Vanguard solutions while collaborating with internal partners to sustain revenue and client retention.