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.