Regional Sales Director, Retirement Plans

Are you a results-driven sales professional who enjoys building relationships and closing business in the field? Do you want to own a territory, partner closely with financial advisors, and help more employees gain access to strong retirement plans? As a Regional Sales Director, you'll play a key role in growing retirement plan solutions for small-market employers while representing a trusted industry leader.

The Vanguard Retirement Plan Access (VRPA) sales team partners with financial advisors to bring retirement plan recordkeeping and participant tools to small-market employers. The Regional Sales Director is a field-based sales role responsible for managing a defined territory and driving new 401(k) plan business for clients with up to $50M in assets. This role focuses on developing advisor relationships, identifying opportunities, and closing new business. The position is highly field-oriented and requires frequent travel throughout the territory. The Regional Sales Director works in close partnership with an internal consultant to manage a shared advisor book and deliver coordinated sales coverage.

Responsibilities

• Achieve established sales and retention goals through strategic selling activities, while providing leadership and guidance to extended sales team members and support partners to drive strong new business development.
• Develop and execute a strategic sales plan to efficiently identify high-quality business opportunities and leverage Vanguard capabilities for maximum success.
• Partner with financial advisor organizations to raise awareness and drive adoption of Vanguard retirement solutions that help them meet their clients' goals.
• Effectively represent Vanguard's investments and services to prospects, clients, and industry organizations through client and prospect meetings, industry conferences, and written, verbal, and electronic communication.
• Leverage vendor partnerships to deliver comprehensive 401(k) plan solutions to prospective clients.
• Build and maintain strong relationships with senior and executive leadership at prospect and client organizations, identifying needs and proposing appropriate Vanguard solutions.
• Increase awareness of Vanguard's investments and services through targeted prospecting and outreach activities.
• Apply knowledge of market dynamics and the competitive landscape to position Vanguard solutions effectively.
• Participate in special projects and perform other duties as assigned.

• Ability to operate independently in a field based role with travel requirements approximately 60% of the time.
• Undergraduate degree or equivalent combination of training and experience.
• Eight to ten years financial services experience with three to five years of successful institutional sales experience preferred

• Three to five years of successful institutional sales experience preferred.
• Proven ability to think and perform strategically, bringing innovative solutions to complex client or prospect situations.
• Proven ability to successfully develop strong working relationships with executive management in the prospect organization and internally within Vanguard.
• Extensive knowledge of institutional investment offerings and/or retirement plan services and competitive landscape.
• Strong knowledge of the institutional competitive environment, preferred.
• Excellent executive presence, poise and presentation skills.
• Proven leadership and personnel development skills.
• This job requires FINRA series 7 & 63 regulatory license and/or registration (e.g., FINRA, state, SFC). These will be determined by Compliance based on role specific requirements and responsibilities.

• Territory: Mid-South region including North Carolina, South Carolina, Indiana, Kentucky and parts of Tennessee (including Nashville).
• Candidates based within close proximity to Charlotte, NC may work in a hybrid office model.
• Candidates residing elsewhere within the territory may work from a home office, with required travel throughout the region.