Consultant Relations Sales Executive-West, Vanguard Workplace Solutions

Chandler, TX - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

About Vanguard Workplace Solutions

Vanguard Workplace Solutions (VWS) supports millions of workers in achieving investment success through employer-sponsored retirement plans. As the leading retirement asset manager in the United States VWS oversees 23% of defined contribution assets and more than $2 trillion in assets under management. Serving approximately 1300 employers and 20 million investors nationwide Vanguard combines scale investment expertise and personalized service to deliver strong retirement outcomes.

The Role

The Consultant Relations Sales Executive is an executive-level individual contributor responsible for advancing Vanguards institutional presence through strategic relationships with retirement and investment consultants. This role serves as a primary relationship owner and trusted advisor aligning Vanguards investment capabilities with consultant priorities while translating market and consultant insights into actionable strategies that drive institutional growth. Operating with significant autonomy this executive influences consultant advocacy strengthens strategic partnerships and contributes to sustained sales and retention outcomes.

What you will do

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 Vanguards 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.

What it takes

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
Ability to travel at least 60%
FINRA Series 6 or 7 and Series 63 licenses (or ability to obtain)

Professional Standards

This role requires the highest standards of integrity professionalism and compliance. All activities must align with Vanguards Code of Ethics and applicable regulatory requirements.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard we dont just have a missionwere on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a 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. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Required Experience:

About Vanguard Workplace SolutionsVanguard Workplace Solutions (VWS) supports millions of workers in achieving investment success through employer-sponsored retirement plans. As the leading retirement asset manager in the United States VWS oversees 23% of defined contribution assets and more than $2...