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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in institutional financial services sales, with a strong understanding of the retirement recordkeeping and investment landscape. Proven ability to develop strategic account plans and influence stakeholders while adhering to compliance standards.
Highest-signal resume keywords
Institutional Financial Services SalesStrategic Account PlanningStakeholder ManagementInvestment KnowledgeFINRA Series 6 Or 7 And Series 63 Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Strategic Territory PlanningConsultant EngagementMarket AcumenSales Process ManagementCompliance Standards
Soft Skills
Relationship BuildingMentoringInfluencing Skills
Certifications & Qualifications
FINRA Series 6 LicenseFINRA Series 7 LicenseFINRA Series 63 License
Industry Keywords
Retirement RecordkeepingInvestment LandscapeVanguard SolutionsMarket MonitoringRegulatory Developments
About the role
Key responsibilities & impact- 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 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 according to 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
- Advance Vanguard’s institutional presence through strategic relationships with retirement and investment consultants
Requirements
What you’ll need- 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
- Activities must align with Vanguard’s Code of Ethics and applicable regulatory requirements
- Vanguard is not offering visa sponsorship for this position
Benefits
Comp & perks- Hybrid working model with enhanced flexibility
- In-person learning, collaboration, and connection
- Mission-driven and highly collaborative culture
- Professional development and skill development opportunities
- Long-term financial wellbeing mission