Direct Sales, Senior Specialist
Core
Senior sales specialist driving new business and revenue growth for Vanguard's workplace retirement solutions by building strategic relationships with plan sponsors and intermediaries.
Role type
Senior IC direct sales specialist (institutional financial services)
Builds
Workplace retirement solutions (defined contribution plans, recordkeeping, investment management)
Domain
Financial services / Workplace retirement
Required skills
Strategic relationship management, consultative sales, institutional buying process navigation, retirement marketplace expertise, cross-functional mobilization, executive-level communication, business judgment, investment acumen
Preferred skills
None stated
Technologies
None stated
Responsibilities
Develop and execute sales strategies to generate new workplace retirement opportunities; Build and manage a high-quality pipeline from discovery through implementation; Establish and deepen relationships with senior decision-makers at plan sponsors and consultants; Diagnose complex client needs and connect them to relevant retirement solutions; Collaborate across internal partners to deliver integrated client solutions; Provide market insights to inform broader commercial strategy
Seniority
Senior, hands-on IC