Workplace Financial Consultant, Senior Specialist
About The Position
The Workplace Financial Consultant, Senior Specialist is a highly visible, consultative sales role focused on building client relationships, identifying financial needs, and helping investors make informed decisions. The consultant serves as a trusted resource for prospective and existing clients, using investment knowledge and sales expertise to connect people with Vanguard products and services. The role combines proactive outreach, relationship management, business development, and knowledge of financial markets to support clients’ long-term investment goals and Vanguard’s client-first mission. The consultant executes outreach and lead-generation strategies, particularly to grow relationships, attract new high-value and high-net-worth clients, and generate advisor consultations for existing clients interested in Vanguard services. As a key member of a dedicated outreach team, the consultant also contributes to team strategy, provides feedback on campaigns and lead sources, and helps guide the client experience. Vanguard uses a hybrid working model for the majority of its crew members to support flexibility alongside in-person learning, collaboration, and connection.
Requirements
- Undergraduate degree or an equivalent combination of training and experience, including sales experience.
- At least three years of general experience.
- At least three years of industry/technology experience.
Nice To Haves
- Financial services or cold-calling experience preferred.
- Series 7, Series 66, and SIE strongly preferred.
- Defined Contribution/Retirement Plan experience helpful.
Responsibilities
- Achieve sales results and sales activity goals set by the leadership team.
- Identify opportunities and move clients through the sales process to support growth goals and create Vanguard promoters.
- Raise awareness of Vanguard investment products and services through targeted cold calls and other virtual communications.
- Communicate the value of Vanguard services to prospective clients and compete with outside providers to influence their decisions.
- Execute outreach and lead-generation strategies, focusing on relationship growth, attracting high-value and high-net-worth clients, and generating advisor consultations among interested existing clients.
- Contribute to strategy and tactics as a member of the dedicated outreach team.
- Provide internal teams and stakeholders with feedback on campaign and lead-source effectiveness and guidance to improve the client experience.
- Develop expertise in capital markets, the investment management industry, and marketplace developments.
- Use market expertise and product knowledge to consult with clients and position Vanguard products and services effectively.
- Proactively assess opportunities and risks in a changing competitive and investment environment.
- Assess client needs through targeted questions and recommend appropriate products or services.
- Ask clients for their business.
- Serve as a role model for new team members.
- Support broader corporate initiatives and participate in special projects and other assigned duties.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
