Core Responsibilities:

1. Responsible for the satisfaction, and growth of prospects within their assigned book. Book of business includes largest and highest-complexity plans and prospects with most significant opportunities for Client Lifetime Value growth across DC Recordkeeping.
2. Develops and communicates strategic business plans for current prospects within assigned book of business (e.g., Miller Heiman gold sheets). Implements long term relationship retention & growth strategies.
3. Strategically navigates prospect organizations to evaluate needs and position Vanguard IIG services, solutions, and products to solve their needs.
4. Develops strong relationships with senior and executive management of prospect and client organizations.
5. Leads and executes on RFP processes.
6. Achieves established sales goals through personal direction of all executive and staff level activities of the sales process.
7. Coaches internal teams towards achieving book of business strategy, shares best practices and learnings.
8. Facilitates strong business support by working with team members to promote a consistent approach to decisions and prospect propositions. Drives connection across all appropriate internal and external stakeholders. Influences and collaborates with divisional business partners to offer and dedicate the right SMEs and resources when appropriate.
9. Diligently leverages and reinforces the client support structure to maximize the CSE’s time for clients and prospects.
10. Implements long term relationship growth strategies for key territory prospects.
11. Travel requirement: Up to 50%
12. Participates in special projects and performs other duties as assigned.

Qualifications:

• Ten years financial services experience with at least five 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 (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.