Job Description

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% - west coast territory

• 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). In particular, required are Series 6 and Series 63. These licenses are preferred pre-hire, but we are willing to assist in obtaining within 90 days of hire.

• This role requires one to come onsite to our Scottsdale office every Tuesday, Wednesday and Thursday.

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.