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Fintech
Develops institutional sales growth and retention across the Northeast by managing strategic relationships with retirement and investment consultants. Executes territory plans, prospecting, consultant engagement, positioning, opportunity management, and compliance processes. Advises senior stakeholders on Vanguard investment capabilities, monitors market and regulatory developments, and mentors junior sales professionals. Requires extensive institutional financial services sales experience, retirement investment expertise, FINRA licensing, and travel of at least 60%.
