Home Office Director, Strategic Consultant Relationships

Home Office Director, Strategic Consultant Relationships

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locations

Malvern, PA

Charlotte, NC

Dallas/Ft. Worth, TX

Scottsdale, AZ

time type

Full time

posted on

job requisition id

183628

The Home Office Director, Strategic Consultant Relationships plays a critical role in growing Vanguard’s institutional asset management, advice, and recordkeeping businesses by building and influencing relationships with consultants at large consulting firms. Reporting to the Head of Consultant Relations in Vanguard Workplace Solutions, you’ll partner closely with Client Account Directors and Executives to help win new business, retain existing clients, and identify opportunities to bring the full breadth of Vanguard’s capabilities to the clients our consultant partners serve.

What you’ll do

• Own results across your aligned consultant relationships. Take accountability for net cash flow, sales objectives, and client retention efforts across your consultant coverage.

• Partner closely with Client Account Directors and Executives. Work together on new business opportunities, client retention efforts, and strategies to deepen Vanguard’s relationships in the marketplace.

• Develop and execute consultant strategies. Translate broader firm priorities into actionable plans for your aligned consultants and contribute to top-down strategies for key consulting firms.

• Build meaningful influence. Develop deep relationships with consultants, understand what matters to them and their clients, and position Vanguard as a valued strategic partner.

• Identify opportunities for growth. Connect consultant and client needs to Vanguard’s investment solutions, advice capabilities, services, and recordkeeping offer.

• Bring a consultative mindset. Help consultants think more deeply about their clients’ organizations, objectives, and challenges and how Vanguard can help address them.

• Tailor your approach to the audience. Communicate Vanguard’s value in a way that resonates with different decision-makers, adapting your message to their specific priorities and needs.

• Travel up to approximately 50% based on business and relationship needs.

What it takes

• 8+ years of financial services experience , including at least 4 years in a senior-level client or prospect relationship role .

• Demonstrated ability to build credibility and influence with sophisticated clients, consultants, or other senior external stakeholders.

• Strong commercial orientation with an ability to connect relationship strategy to sales, retention, and net cash flow outcomes.

• Ability to operate strategically while also driving execution and measurable results.

• Strong partnership skills and the ability to work across relationship management, sales, investments, advice, and other areas of Vanguard.

• Excellent communication skills with the ability to adapt your message to different stakeholders and decision-makers.

• Undergraduate degree or an equivalent combination of training and experience. Graduate degree preferred.

• FINRA Series 6 and 63 licenses required.

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.

About Us

Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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