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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% - 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.
Role is remote-based but requires the employee to reside within the west coast territory to which you will be aligned
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.
Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
Salary Range:
$85,000.00 - $140,000.00
hackajob is partnering with Vanguard to fill this position. Create a profile to be automatically considered for this role—and others that match your experience.