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Vanguard · 2 days ago

Senior Manager, Relationship Management and Sales

Scottsdale, AZ

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

Vanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking a Senior Manager to grow and nurture their west coast mid-large market client book in the retirement business, focusing on client retention, satisfaction, and commercial capabilities across the team.

FinanceFinancial Services

No H1B

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

Qualification

Financial services experienceClient relationship managementRegulatory license/registrationCoachingTrainingGrowth strategy developmentClient satisfaction focusTeam leadership

Required

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