Client Experience Strategist — Digital Solutions Presenter

The Vanguard Group; Malvern (Chester County); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Vanguard is seeking a Client Experience Consultant to partner with Sales and Relationship Management teams, delivering compelling presentations and demonstrations of digital platforms for participants and plan sponsors. The role focuses on optimizing client meetings, strategic initiatives, and end-to-end client engagement in a high-visibility environment.

The ideal candidate has 5+ years in financial services, strong presentation skills, and a client-first mindset with the ability to adapt

Qualifications

• Minimum of five years of relevant experience.
• Three or more years of experience in financial services, client engagement, or relationship management preferred.
• Undergraduate degree or equivalent combination of training and experience required; advanced degree preferred.
• Demonstrated experience presenting to clients or stakeholders in a professional setting.
• Strong understanding of financial services, recordkeeping, or institutional business preferred.

Responsibilities

• Partner with Sales and Relationship Management teams to support client meetings, presentations, and strategic initiatives.
• Serve as a subject matter expert on the digital experience, including participant and plan sponsor platforms, clearly articulating functionality and value to clients.
• Deliver engaging, tailored presentations and demonstrations, adapting messaging in real time based on client needs and feedback.
• Build and maintain strong relationships with internal stakeholders, including Sales, Relationship Managers, and Consultant teams.
• Support new business development and retention efforts by enhancing the client experience and contributing to successful outcomes.
• Evaluate client needs through consultative interactions and align digital solutions to support client goals.
• Resolve complex client inquiries related to products, services, or processes, applying critical thinking and creativity when needed.
• Identify opportunities to strengthen client relationships through proactive use of product, service, and industry knowledge.
• Contribute to strategic planning, business development activities, and special projects as assigned.

Skills

Presentation

Client engagement

Adaptability

Technical acumen

Collaboration

Business acumen

Education

Bachelor's degree or equivalent

Advanced degree preferred

Job description

Vanguard is seeking a Client Experience Consultant to partner with Sales and Relationship Management teams, delivering compelling presentations and demonstrations of digital platforms for participants and plan sponsors. The role focuses on optimizing client meetings, strategic initiatives, and end-to-end client engagement in a high-visibility environment.

The ideal candidate has 5+ years in financial services, strong presentation skills, and a client-first mindset with the ability to adapt