Remote Position
[Remote] Consultant Relations Sales Executive, East Coast
🌍 Remote · United States
💼 Full-time
Note: The job is a remote job and is open to candidates in USA. Vanguard Workplace Solutions is hiring a Consultant Relations Sales Executive to build strategic relationships with retirement and investment consultants and strengthen Vanguard’s institutional presence. The role aligns Vanguard’s investment capabilities with consultant priorities, influencing advocacy and supporting growth and retention.
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
- Minimum of 8 years of experience in institutional financial services sales
- Strong understanding of the retirement recordkeeping and investment landscape
- Demonstrated success developing and executing strategic account plans
- Solid investment knowledge and market acumen
- Exceptional stakeholder management and influence skills
- FINRA Series 6 or 7 and Series 63 licenses (or ability to obtain)
Benefits
- Hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Company Overview