Hybrid Institutional Sales Executive

Posted 11 minutes ago

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About the role

  • Institutional Sales Executive at Vanguard enhancing sales through strategic partnerships with retirement plan sponsors. Requires deep understanding of Vanguard products and the retirement plan landscape.

Responsibilities

  • Cultivating and expanding strategic partnerships with retirement plan sponsors to drive sales of the company’s products and services.
  • Execute against an intentional sales process to include territory management, pipeline management, and client discovery.
  • Work across stakeholder groups to bring the best solutions to clients.
  • Deliver tailored solutions that align with both client and corporate objectives.
  • Develop and execute strategic territory plans that uncover new opportunities, expand relationships, and deliver measurable outcomes.

Requirements

  • Minimum five years of experience in financial services sales, with a focus on institutional channels.
  • Strong knowledge of the recordkeeping retirement landscape.
  • Proven ability to develop and execute strategic account plans and deliver results.
  • Strong investment acumen.
  • Ability and willingness to travel 50% required.
  • FINRA Series 6 or 7 and 63 or ability to obtain.

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off

Job title

Institutional Sales Executive

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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