Address
Form of work Overview
At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $7.5 trillion of their hard-earned savings to us.
Within the Institutional Investor Group (IIG), we manage $1.7 trillion in assets, providing institutional clients, plan sponsors, and participants with recordkeeping, investment, and advice services, in defined contribution plans such as 401(k)s. Our mission is to give participants in these plans the best chance for retirement success. We are operating as one team to deliver the best that Vanguard has to offer across recordkeeping , investments, advice, and products-to all clients, across all channels.
This role is responsible for the Midwest territory that has a book of business which includes $1 billion + plan sponsor client relationships where Vanguard has a recordkeeping and/or investment relationship.
Summary
As a Client Success Executive , you are r esponsible for protecting lifetime value for their book of business. Establishes and deepens client relationships leading to increased retention, loyalty and product/asset growth while developing positive relationships with key client decision makers.
What it takes
Qualifications
Special Factors
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we're changing the way the world invests.
For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let's make it count.
Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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.
At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $7.5 trillion of their hard-earned savings to us.
Within the Institutional Investor Group (IIG), we manage $1.7 trillion in assets, providing institutional clients, plan sponsors, and participants with recordkeeping, investment, and advice services, in defined contribution plans such as 401(k)s. Our mission is to give participants in these plans the best chance for retirement success. We are operating as one team to deliver the best that Vanguard has to offer across recordkeeping , investments, advice, and products-to all clients, across all channels.
This role is responsible for the Midwest territory that has a book of business which includes $1 billion + plan sponsor client relationships where Vanguard has a recordkeeping and/or investment relationship.
Summary
As a Client Success Executive , you are r esponsible for protecting lifetime value for their book of business. Establishes and deepens client relationships leading to increased retention, loyalty and product/asset growth while developing positive relationships with key client decision makers.
What it takes
- Responsible for the retention and satisfaction of clients within assigned book. Book of business includes some of Vanguard's most sophisticated and largest retirement plan relationships .
- Develops and drives strategic business plans for current clients within assigned book of business focused on retention and seeking opportunity to make valuable contributions to the client relationship.
- Strategically navigates client organizations to understand needs and position Vanguard services, solutions, and products to solve their needs.
- Engage with internal teams towards achieving book of business strategy, share standard methodologies and learnings.
- Navigates the organization and business partners across appropriate stakeholders to influence decisions to support client relationships and optimally manage ambiguity .
- Diligently demonstrates and reinforces the client support structure to improve the time of the Client Account Executive this role partners with for their shared book of clients.
- Supports the prospecting process in collaboration with Client Account Executive.
- Coaches, collaborates, and provides insight and direction to less experienced team members and internal partners.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Eight years of institutional relationship management experience.
- Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations and manage ambiguity.
- Undergraduate degree or equivalent experience or equivalent combination of training and experience.
- This role requires a regulatory license 6 and 63. Must attain within six months.
- Travel requirement: 25- 50%
Special Factors
- Recordkeeping (retirement plan administration) savvy is highly preferred, investment competence a plus .
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we're changing the way the world invests.
For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let's make it count.
Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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.
