Strategic Client Growth Executive

Vanguard; Charlotte (NC); Hybrid; USD 95,000 - 135,000; Full time

Job summary

Vanguard is seeking a senior sales professional to grow lifetime value within a portfolio of small to mid-size prospects and clients. You will deepen client relationships and coordinate across Recordkeeping, Advice, and related services to drive asset growth.

The role requires five years in financial services with senior relationship experience, plus an undergraduate degree or higher. A regulatory license may be required depending on duties; Vanguard supports hybrid work arrangements.

Qualifications

• 5 years financial services experience with a focus on senior client or prospect relationships.
• Undergraduate degree or equivalent; graduate degree preferred.
• Regulatory license/registration 6 or 7 and 63 may be required depending on role duties.

Responsibilities

• Grow lifetime value within assigned book of business, including small to mid-size prospects.
• Develop and communicate strategic plans for prospects and opportunities across services and products.
• Lead and navigate RFPs; drive sales and retention goals throughout the sales process.

Skills

Relationship management

Strategic sales

Prospect strategy

Education

Undergraduate degree

Graduate degree

Tools

FINRA license

Job description

Vanguard is seeking a senior sales professional to grow lifetime value within a portfolio of small to mid-size prospects and clients. You will deepen client relationships and coordinate across Recordkeeping, Advice, and related services to drive asset growth.

The role requires five years in financial services with senior relationship experience, plus an undergraduate degree or higher. A regulatory license may be required depending on duties; Vanguard supports hybrid work arrangements.