Client Relationship Growth Specialist

3 weeks ago


Malvern, Pennsylvania, United States Vanguard Full time

About the Role:

We are seeking a talented Client Relationship Growth Specialist to join our team at Vanguard. This exciting opportunity will enable you to drive sales growth and foster strong relationships with our clients.

Key Responsibilities:

  • Sales Achievement: Achieve sales targets by identifying new business opportunities and expanding existing client relationships.
  • Needs Analysis: Conduct in-depth needs analysis of clients' financial situations to position our products and services effectively.
  • Business Development: Collaborate with External Sales Executives to develop and execute business plans that drive asset growth and close new business.

Requirements:

  • Five years of related work experience, preferably including relationship or account management experience and prior internal sales experience.
  • An undergraduate degree or equivalent combination of training and experience.
  • This role requires a regulatory license and/or registration.

Compensation and Benefits:

The estimated salary for this role is $85,000 - $110,000 per year, depending on location and experience. Additionally, Vanguard offers a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.



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