Overview In this role you drive new business in the workplace retirement market, building senior-level relationships and translating client needs into Vanguard solutions. You navigate complex, multi-stakeholder decisions to advance strategic growth and collaborate across internal teams to deliver integrated client experiences. You bring executive presence and deep retirement industry knowledge to win opportunities and shape Vanguard's market strategy. ResponsibilitiesDrive new business and revenue growth through strategic sales initiatives and pipeline managementBuild and manage a high-quality pipeline from discovery to RFP, negotiations, and implementationIdentify client needs and craft differentiated retirement solutionsMaintain disciplined sales practices: forecasting, prioritization, and follow-throughEstablish and deepen relationships with plan sponsors, consultants, and other intermediariesLead consultative sales engagements and articulate clear value propositionsNavigate the retirement ecosystem with market intelligence and awareness of industry trendsMobilize cross-functional internal teams to deliver compelling client solutionsAct as quarterback for complex opportunities while maintaining ownership of the client relationshipProvide market and client insights to inform product, service, and strategy Key requirementsSignificant experience in retirement, institutional financial services, investment management, or related B2B financial servicesProven success in developing relationships and closing complex, consultative salesStrong knowledge of workplace retirement marketplace and institutional decision makingExperience engaging senior plan sponsors, consultants, and executivesStrong business judgment connecting client needs to opportunitiesExecutive-level communication, presentation, negotiation, and relationship managementAbility to navigate a matrixed organization and mobilize cross-functional resourcesCollaborative, client-focused approach with accountability for sales outcomesMinimum five years in financial services sales focused on institutional channelsKnowledge of the recordkeeping retirement landscapeProven ability to develop and execute strategic account plansInvestment acumenWillingness to travel 50%FINRA Series 6 or 7 and 63 or ability to obtainExecutive presenceStrategic relationship managementCross-functional collaborationInstitutional sales and consultative sellingStrategic account planningRFP process and opportunity management
Not specified in the original listing.
Not specified in the original listing.
Vanguard Tax LLC is a tax and accounting office that provides various financial services. The company specializes in supporting its clients with their tax-related needs and offers expertise in accounting software and I.T. solutions. Read More