Senior Client Growth Strategist (Hybrid)

Vanguard; Malvern (Chester County); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Vanguard seeks a senior relationship professional to grow lifetime value within a book of business and win new clients by building strong relationships with prospect decision makers. You will navigate organizations, position Vanguard IIG solutions, and lead RFP processes to achieve sales, retention, and client satisfaction goals.

The role requires five years in financial services with senior relationship experience, an undergraduate degree (graduate degree preferred), and regulatory licensing as

Qualifications

• Five years financial services experience with at least three years in a senior level client or prospect relationship role.

Responsibilities

• Grow and manage a book of business, focusing on small to mid-size prospects with higher complexity.
• Develop and communicate strategic business plans for prospects and implement retention and growth strategies.
• Position Vanguard IIG services, solutions, and products to solve needs across client organizations.
• Lead and execute on RFP processes to close opportunities.
• Achieve sales, satisfaction, and retention goals through direct leadership of the sales process.
• Coach internal teams on book of business strategy and share best practices.
• Collaborate with stakeholders to offer SMEs and resources as needed.
• Travel up to 50% to engage clients and prospects.
• Participate in special projects and other duties as assigned.

Skills

Financial services experience

Senior client relationship

Education

Bachelor's degree or equivalent

Graduate degree preferred

Job description

Vanguard seeks a senior relationship professional to grow lifetime value within a book of business and win new clients by building strong relationships with prospect decision makers. You will navigate organizations, position Vanguard IIG solutions, and lead RFP processes to achieve sales, retention, and client satisfaction goals.

The role requires five years in financial services with senior relationship experience, an undergraduate degree (graduate degree preferred), and regulatory licensing as