Regional Sales Director, Retirement Plans- Small Market

Vanguard Australia

Charlotte, NC, US
Not specified; not specified; not specified
Hybrid
60% field travel requirement
Institutional sales experience
401(k) plan solutions knowledge
The role focuses on growing retirement plan solutions for small-market employers while representing a trusted industry leader

Job Summary

  • The role focuses on growing retirement plan solutions for small-market employers while representing a trusted industry leader.
  • Candidates must be able to operate independently in a field-based role with approximately 60% travel requirements throughout the Mid-South region.
  • Vanguard is seeking a results-driven professional to partner closely with financial advisors and help more employees gain access to strong retirement plans.

Matching Summary

The role focuses on growing retirement plan solutions for small-market employers while representing a trusted industry leader.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 60% field travel requirement
  • institutional sales experience
  • 401(k) plan solutions knowledge
  • financial advisor relationship building
  • territory management skills

Nice-to-have

  • strategic thinking capabilities
  • innovative solution development
  • executive presence and poise
  • leadership and personnel development
  • competitive landscape awareness

Key Requirements

  • 8-10 years financial services experience
  • 3-5 years institutional sales experience
  • FINRA Series 7 & 63 license required
  • Undergraduate degree or equivalent
  • No visa sponsorship available

Work Rights

Not specified

Tailored Resume

Cover Letter