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.
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