Regional Sales Director, Retirement Plans

Vanguard UK

Charlotte, NC, US
Hybrid
401(k) plan solutions
Financial advisor relationships
Small-market employers
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

Job Summary

  • 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 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.
  • 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.

Matching Summary

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.

Skills & Requirements

Must-have

  • 401(k) plan solutions
  • financial advisor relationships
  • small-market employers
  • institutional sales experience
  • strategic sales plan

Nice-to-have

  • innovative solutions
  • market dynamics knowledge
  • competitive landscape knowledge

Key Requirements

  • 8-10 years financial services experience
  • 3-5 years institutional sales experience
  • FINRA series 7 & 63 regulatory license

Work Rights

Not specified

Tailored Resume

Cover Letter