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.
Skills Required
- Five years financial services experience with at least three years in a senior client or prospect relationship role
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree
- FINRA regulatory licenses: Series 6 and Series 63
- Onsite attendance in Scottsdale office every Tuesday, Wednesday and Thursday
- Ability to travel up to 50% for West Coast territory
- Authorization to work in the U.S. without visa sponsorship
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
