About Vanguard Workplace Solutions (VWS)
Vanguard Workplace Solutions (VWS) helps millions of workers achieve investment success in employer-sponsored retirement plans. VWS is the number one (#1) retirement asset manager in the United States, with 23% of defined contribution assets. We provide investment products, recordkeeping services, and advice to help participants achieve their retirement outcomes. With over $2T assets under management, 1300 employers across the United States, and 20 million investors (6M recordkeeping and 14 million investment-only investors), we are large enough to provide best-in-class retirement expertise, yet we are nimble enough to provide hands-on specialized service to our plan sponsors, consultants, and retirement plan participants.
About This Role
As an Internal Sales Consultant, you’ll be the engine behind our sales strategy - partnering closely with Key Account Directors to engage consultants, develop firm-level strategies, and win new business. You’ll be the go-to resource for Directors and consultants, helping to position our offer, products, and services with precision and insight.
Drive Growth with Purpose: Partner with Directors to strategically develop and drive new Recordkeeping and Investment business.
Manage Complexity with Clarity: Serve as a strategic partner, aligning long-term plans with evolving business needs.
Build Relationships: Cultivate deep connections with your Key Account team, business partners, and consultants, to deliver value.
Collaborate Across Teams: Work with teams across Workplace Solutions, Financial Advisor Services, Investment Management, and others to deliver a seamless experience and a compelling offer.
Support Strategic Growth: Influence Vanguard’s competitive positioning by understanding consultant dynamics at the individual, field, and home office level.
Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community.
Who Thrives Here
This role is ideal for someone who:
Is a natural connector - you build trust quickly and communicate with clarity.
Has a sales-oriented mindset and thrives on driving results.
Enjoys strategic thinking and can see the big picture while executing the details.
Is energized by collaboration and cross-functional teamwork.
Wants to grow in a dynamic organization that values integrity, innovation, and impact.
Core Responsibilities
Partners with Consultant Engagement Directors and Senior Directors in the development and execution of business plans to generate assets and close new business within the channel or territory.
Supports sales team and develops presentations on a wide variety of topics and leverages knowledge and expertise of other departments and teams (e.g., marketing) to pull in appropriate reference material and presentation format.
Asks open questions to potential leads. Identifies related investment and service needs based on probing questions and moves clients through the sales process.
Delivers key messages through targeted prospecting activities. Raises awareness of Vanguard's products and services. Leads conference calls and virtual meetings with clients and internal partners.
Develops and maintains relationships with clients in a given Key Account team. Serves as a primary point of contact for clients while partnering with Directors and Prospect Sales to drive business results.
Identifies client's non-Vanguard assets and shares comparable Vanguard products and services along with Vanguard's value proposition to drive additional business. Utilizes market and product knowledge to highlight advantages and disadvantages of alternative investments.
Partners with other departments to move clients to the next stage of the sales process.
Participates in special projects and performs other duties as assigned.
Qualifications
Undergraduate degree or an equivalent combination of education and experience.
Minimum five years general experience or five years industry with some experience working with defined contribution plans preferred
Strong knowledge of the recordkeeping retirement landscape.
This job requires Series 6 (or Series 7) and Series 63 licensing and/or registration (e.g. FINRA, state, SFC).
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.
Skills Required
- Undergraduate degree or equivalent experience
- Minimum five years general experience or industry experience working with defined contribution plans
- Strong knowledge of the recordkeeping retirement landscape
- Series 6 (or Series 7) and Series 63 licensing/registration
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
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