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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing sales strategies within the workplace retirement market, with a strong focus on building relationships with institutional decision-makers and delivering tailored retirement solutions. Proven ability to navigate complex sales processes and collaborate with cross-functional teams to achieve strategic goals.
Highest-signal resume keywords
Retirement Sales Strategy DevelopmentInstitutional Financial Services ExperienceExecutive-Level Communication SkillsDefined Contribution KnowledgeRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy ExecutionPipeline ManagementNegotiation SkillsMarket Intelligence AnalysisStrategic Account PlanningInvestment AcumenForecastingConsultative SalesComplex Opportunity CoordinationClient Needs Assessment
Soft Skills
Collaborative ApproachClient-Focused MindsetStrong AccountabilityBusiness JudgmentPresentation Skills
Certifications & Qualifications
FINRA Series 6FINRA Series 7FINRA Series 63
Industry Keywords
Workplace Retirement MarketDefined Contribution PlansInstitutional Decision-Making ProcessRetirement ConsultantsPlan SponsorsInvestment SolutionsRecordkeeping LandscapeFinancial Services SalesC-Suite EngagementCommercial Strategy
About the role
Key responsibilities & impact- Generate new business and expand Vanguard’s presence across the workplace retirement market
- Develop and execute sales strategies for new workplace retirement opportunities
- Build and manage a pipeline from identification and discovery through RFP, finalist presentations, negotiations, and implementation
- Identify client needs and translate them into differentiated retirement solutions
- Manage pipeline development, opportunity prioritization, forecasting, and follow-through
- Establish and deepen relationships with senior decision-makers at plan sponsors and other organizations
- Build partnerships with retirement consultants, advisors, and intermediaries
- Represent Vanguard with C-suite executives, retirement committees, consultants, procurement teams, and other stakeholders
- Lead discovery conversations, presentations, finalist meetings, and institutional sales engagements
- Develop tailored value propositions and communicate Vanguard’s capabilities, investment philosophy, client value, and workplace-retirement approach
- Maintain knowledge of defined contribution and broader workplace retirement markets, trends, competition, regulations, investment solutions, and recordkeeping
- Bring market intelligence into the organization and identify emerging marketplace opportunities
- Collaborate with Workplace Solutions, investments, product, client service, marketing, legal, operations, and other internal partners
- Coordinate complex opportunities and align internal partners around winning strategies
- Provide market and client insights to strengthen Vanguard’s commercial strategy and competitive positioning
Requirements
What you’ll need- Significant experience in retirement, institutional financial services, investment management, or a related business-to-business financial-services environment
- Demonstrated success developing relationships and winning complex, consultative sales opportunities
- Strong knowledge of the workplace retirement marketplace, particularly defined contribution plans and the institutional decision-making process
- Experience engaging sophisticated plan sponsors, consultants, advisors, and executive-level decision-makers
- Strong business judgment and ability to connect client needs with commercial opportunities
- Executive-level communication, presentation, negotiation, and relationship-management skills
- Ability to navigate a matrixed organization and mobilize cross-functional resources around high-value opportunities
- Collaborative, client-focused approach with strong accountability for sales outcomes
- 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
- Investment acumen
- Ability and willingness to travel 50% required
- FINRA Series 6 or 7 and 63 or ability to obtain
- Vanguard is not offering visa sponsorship for this position
Benefits
Comp & perks- Hybrid working model for the majority of crew members
- Enhanced flexibility
- In-person learning, collaboration, and connection
- Long-term financial wellbeing focus
- Learning and development opportunities