Responsible for protecting and growing lifetime value for their mid size book of business. Establishes and deepens client relationships leading to increased retention, loyalty and product/asset growth while developing strong relationships with key client and decision makers.
Core Responsibilities:
- Responsible for the retention, satisfaction, and growth of clients within their assigned book. Book of business includes mid-size plans with higher complexity, with most significant opportunities within asset range for Client Lifetime Value growth across Recordkeeping, Advice, and I/O.
- Develops and communicates strategic business plans for current clients within assigned book of business (e.g., Miller Heiman gold sheets). Implements long term relationship retention & growth strategies.
- Strategically navigates client organizations to evaluate needs and position Vanguard IIG services, solutions, and products to solve their needs.
- Leads and executes on RFP and re-bid processes
- Achieves established sales, satisfaction and retention goals through personal direction of all executive and staff level activities of the sales process.
- Coaches internal teams towards achieving book of business strategy, shares best practices and learnings.
- Facilitates strong business support by working with team members to promote a consistent approach to decisions and client/prospect propositions. Drives connection across all appropriate internal and external stakeholders. Influences and collaborates with divisional business partners to offer and dedicate the right SMEs and resources when appropriate.
- Diligently leverages and reinforces the client support structure to maximize the CSE’s time for clients.
- Coaches, collaborates, and provides insight and direction to less experienced sales executives and internal partners.
- Travel requirement: Up to 50%
- Participates in special projects and performs other duties as assigned.
Qualifications:
Five years financial services experience with at least three years in a senior level client or prospect relationship role.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
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.