Strategic Client Growth Executive — Hybrid

Vanguard; Malvern (Chester County); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard in Malvern, PA is seeking a senior relationship professional to grow a small-to-mid-size book of business, win new prospects, and deepen client relationships to drive lifetime value.

You will develop strategic plans, navigate complex organizations, lead RFPs, and coordinate with internal teams to deliver tailored solutions across Recordkeeping, Advice, and related services. Travel up to 50% and licensing with FINRA required.

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 6 or 7 and 63 (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Responsibilities

• Grow prospects within the assigned book of business and increase asset growth across services.
• Develop and communicate strategic business plans for all prospects in the book.
• Navigate prospect organizations to position Vanguard IIG services, solutions, and products.
• Lead and execute on RFP processes.
• Meet sales, satisfaction, and retention goals through oversight of the sales process.
• Coach internal teams to implement the book strategy and share best practices.
• Collaborate with stakeholders to align SMEs and resources for client needs.
• Support client service by optimizing time spent with clients.
• Mentor less experienced sales executives and partners.
• Travel up to 50%.
• Participate in special projects as assigned.

Skills

Financial services experience

Senior client relationship

Prospecting & business development

Strategic account planning

RFP process leadership

Education

Bachelor's degree or equivalent

Graduate degree preferred

Job description

Vanguard in Malvern, PA is seeking a senior relationship professional to grow a small-to-mid-size book of business, win new prospects, and deepen client relationships to drive lifetime value.

You will develop strategic plans, navigate complex organizations, lead RFPs, and coordinate with internal teams to deliver tailored solutions across Recordkeeping, Advice, and related services. Travel up to 50% and licensing with FINRA required.