Senior Manager, Relationship Management and Sales

Vanguard•Malvern, PA

15d•Hybrid

About The Position

Responsible for the growth and nurturing of the west coast mid-large market client book in the retirement business. Accountable for growing lifetime value with existing clients, driving client satisfaction, delivering on sales goals, client retention & satisfaction and building commercial capabilities across the team. Core Responsibilities: Manages staff. Provides guidance, coaching, training, and motivation as necessary to develop staff. Hires, evaluates, and counsels personnel. Follows corporate disciplinary procedures per established Vanguard standards as required. Sets performance standards, reviews performance, provides feedback and recommends wage increases/adjustments in accordance with all applicable Human Resources policies and procedures. Responsible for the retention, satisfaction, and growth of clients within their assigned segment Coaches crew to strategically navigate organizations, internally and externally, with a strong commercial orientation; deeply understands clients needs, types of buyers, & how to identify and drive growth opportunities forward Lead senior and experienced direct reports and colleagues, while also holding the team accountable to high standards and developmental goals; holds crew and self accountable to financial targets Responsible for setting a clear growth and retention strategy for assigned market segment Participates in special projects and performs other duties as assigned Qualifications: Eight years financial services experience with at least four 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 Vanguard is not offering visa sponsorship for this position. 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. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Requirements

Eight years financial services experience with at least four years in a senior level client or prospect relationship role.
Undergraduate degree or equivalent combination of training and experience.
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.

Nice To Haves

Graduate degree preferred.

Responsibilities

Manages staff.
Provides guidance, coaching, training, and motivation as necessary to develop staff.
Hires, evaluates, and counsels personnel.
Follows corporate disciplinary procedures per established Vanguard standards as required.
Sets performance standards, reviews performance, provides feedback and recommends wage increases/adjustments in accordance with all applicable Human Resources policies and procedures.
Responsible for the retention, satisfaction, and growth of clients within their assigned segment
Coaches crew to strategically navigate organizations, internally and externally, with a strong commercial orientation; deeply understands clients needs, types of buyers, & how to identify and drive growth opportunities forward
Lead senior and experienced direct reports and colleagues, while also holding the team accountable to high standards and developmental goals; holds crew and self accountable to financial targets
Responsible for setting a clear growth and retention strategy for assigned market segment
Participates in special projects and performs other duties as assigned