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Core Responsibilities: 1. Responsible for the growth of prospects within their assigned book. Book of business includes small to mid-size prospects with higher complexity, with most significant opportunities within asset…
Skills: Direct Sales, Strategic Business Planning, Relationship Management, RFP Execution, Client Lifetime Value Growth
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London, England, United Kingdom · Hybrid
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Skills: Investment Operations, Trading, Portfolio Management, Payments, Liquidity Management
Hyderabad, Telangana, India · Hybrid
About Vanguard Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the …
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Dublin, Leinster, Ireland · Hybrid
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Malvern, Pennsylvania, United States · Hybrid
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Malvern, Pennsylvania, United States · Hybrid
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Malvern, Pennsylvania, United States · Hybrid
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Dallas, Texas, United States · Hybrid
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Dublin, Leinster, Ireland · Hybrid
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Hyderabad, Telangana, India · Hybrid
About Vanguard Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the …
Skills: Agentic AI, Generative AI, Java, Python, AWS
Hyderabad, Telangana, India · Hybrid
About Vanguard Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the …
Skills: Python, AWS, Generative AI, Agentic AI, RAG
Charlotte, North Carolina, United States · Hybrid
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Malvern, Pennsylvania, United States · Hybrid
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Melbourne, Victoria, Australia · Hybrid
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London, England, United Kingdom · On-site
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Scottsdale, Arizona, United States · Hybrid
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Skills: Product Management, Innovation Strategy, Stakeholder Engagement, Market Research, Customer Experience Improvement
Charlotte, North Carolina, United States · Hybrid
Summary The Model Development team is responsible for delivering and maintaining cloud-based platforms that support traditional model development and emerging AI/ML capabilities across critical systems. This includes own…
Skills: IT Delivery Management, People Management, AI/ML Platforms, AWS SageMaker, Agile Methodology
Malvern, Pennsylvania, United States · Hybrid
Core Responsibilities Leads research across the product lifecycle, with an expanded focus spanning both advisor technology (e.g., financial planning and portfolio construction tools) and sales technology (e.g., CRM syste…
Skills: User Research, UX Research, Human-Centered Design, Qualitative Research, Quantitative Research
Malvern, Pennsylvania, United States · Hybrid
We are seeking a Manager, IT Delivery to join our Conversation Channels group in PiTech. In this role, you will provide expert level IT delivery services, including the direction, evaluation, selection, configuration, co…
Skills: Node.js, TypeScript, ECS, Java, AWS
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Responsible for growing a book of small to mid-size prospects by developing strategic business plans and positioning Vanguard's services. Leads RFP processes and collaborates with internal stakeholders to achieve sales and retention goals.
Requires five years of financial services experience, including at least three years in a senior client or prospect relationship role. An undergraduate degree is required, a graduate degree is preferred, and regulatory licenses (e.g., FINRA) are necessary.
Core Responsibilities:
1. Responsible for the growth of prospects within their assigned book. Book of business includes small to mid-size prospects with higher complexity, with most significant opportunities within asset range for Client Lifetime Value growth across Recordkeeping, Advice, and I/O.
2. Develops and communicates strategic business plans for all 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. Leads and executes on RFP processes
5. Achieves established sales, satisfaction, and retention goals through personal direction of all executive and staff level activities of the sales process.
6. Coaches internal teams towards achieving book of business strategy, shares best practices and learnings.
7. 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.
8. Diligently leverages and reinforces the client support structure to maximize the CSE’s time for clients and prospects.
9. Coaches, collaborates, and provides insight and direction to less experienced sales executives and internal partners.
10. Travel requirement: Up to 50%
11. Participates in special projects and performs other duties as assigned.
Qualifications:
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.
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.
We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests. For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed. Community guidelines: vgi.vg/sgl1
Offices: 100 Vanguard Blvd, Valley Forge, PA 19482, US · 14321 N. Northsight Boulevard, Scottsdale, AZ 85260, US · Two North Falls Plaza, Charlotte, North Carolina 28217, US · 100 Vanguard Blvd, Malvern, PA 19355, US · 7900 Windrose Ave, Suite South Floor 10, Plano, Texas 75024, US
We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests. For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed. Community guidelines: vgi.vg/sgl1
Offices: 100 Vanguard Blvd, Valley Forge, PA 19482, US · 14321 N. Northsight Boulevard, Scottsdale, AZ 85260, US · Two North Falls Plaza, Charlotte, North Carolina 28217, US · 100 Vanguard Blvd, Malvern, PA 19355, US · 7900 Windrose Ave, Suite South Floor 10, Plano, Texas 75024, US
