Vanguard

Consultant Relations Sales Executive, Northeast

United States · Work style not stated · Full time

Apply on the employer’s site ↗See how well you match this job

You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.

About the role

Description from the employer’s posting. Check the employer’s page for the current version.

EmployerVanguard
LocationUnited States
Work styleWork style not stated
Employment typeFull time
Employer posted6 Oct 2026

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 1,300 employers and 20 million investors nationwide, Vanguard combines scale, investment expertise, and personalized service to deliver strong retirement outcomes.

The Consultant Relations Sales Executive, Northeast is an executive-level individual contributor responsible for advancing Vanguard’s institutional presence through strategic relationships with retirement and investment consultants. This role serves as a primary relationship owner and trusted advisor, aligning Vanguard’s 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.

Show full description

What you 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 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.

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 Vanguard’s Code of Ethics and applicable regulatory requirements.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're 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.

See how well you match this job Apply on the employer’s site ↗

Check your resume against this job Free, no sign-up. Nothing you paste is stored.

Staying safe while you apply

Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.

Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.

Preparing for this role with ROLIVA

Check the fit.
Compare the requirements with the experience you have confirmed, including gaps.
Prepare honestly.
Build interview stories and application drafts from your own evidence.
Keep track.
Save the role and record your own application status and follow-ups.

Create a free workspace or log in.