Strategic Client Growth Executive (50% Travel)

Vanguard; Malvern (Chester County); Hybrid; USD 85,000 - 120,000; Full time

Job summary

A leading investment management company is seeking an experienced client relationship manager to enhance satisfaction and retention for mid-size clients. The ideal candidate will have at least five years in financial services and the ability to develop strategic plans to grow client business. With a travel requirement of up to 50% and a hybrid work model, this role emphasizes collaboration to achieve long-term goals and improve client outcomes.

Qualifications

• Five years of experience in financial services, with three in a senior client relationship role.
• Regulatory license and/or registration required based on specific duties.

Responsibilities

• Responsible for retention and growth of mid-size client book.
• Develop and implement business plans for current clients.
• Navigate client organizations to assess needs.
• Lead RFP and re-bid processes.
• Achieve sales and retention goals through effective strategy.

Skills

Client relationship management

Sales strategy development

Team coaching

Financial services knowledge

Education

Undergraduate degree

Graduate degree preferred

Job description

A leading investment management company is seeking an experienced client relationship manager to enhance satisfaction and retention for mid-size clients. The ideal candidate will have at least five years in financial services and the ability to develop strategic plans to grow client business. With a travel requirement of up to 50% and a hybrid work model, this role emphasizes collaboration to achieve long-term goals and improve client outcomes.