Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted today

Client Experience Consultant

Vanguard251 open roles

Where
Malvern PA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Experience ConsultantVanguard · Malvern PA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Vanguard's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.5% of postings close within 7 days. Measured by our own scanner across the market. Vanguard postings stay open a median of 4 days.

Share of postings closed within
  1. 1.8%1 day
  2. 4.0%3 days
  3. 8.5%7 days
  4. 15.4%14 days
  5. 34.1%30 days
This job: posted today

Vanguard median: 4 days open

The posting

Overview

The Client Experience Consultant (CEC) plays a critical role at the center of the sales and client engagement process, partnering closely with Sales and Relationship Management teams to bring client solutions to life. This team supports both prospective and existing clients by delivering a seamless, end-to-end experience across new business opportunities and ongoing client relationships.

The CEC serves as a dynamic, client-facing presenter responsible for showcasing and articulating the organization’s digital experience, including participant and plan sponsor tools. This role is ideal for individuals who thrive in a fast-paced, high-visibility environment and are energized by engaging directly with clients.

Key Responsibilities

  • Partner with Sales and Relationship Management teams to support client meetings, presentations, and strategic initiatives.
  • Serve as a subject matter expert on the digital experience, including participant and plan sponsor platforms, clearly articulating functionality and value to clients.
  • Deliver engaging, tailored presentations and demonstrations, adapting messaging in real time based on client needs and feedback.
  • Build and maintain strong relationships with internal stakeholders, including Sales, Relationship Managers, and Consultant teams.
  • Support new business development and retention efforts by enhancing the client experience and contributing to successful outcomes.
  • Evaluate client needs through consultative interactions and align digital solutions to support client goals.
  • Resolve complex client inquiries related to products, services, or processes, applying critical thinking and creativity when needed.
  • Identify opportunities to strengthen client relationships through proactive use of product, service, and industry knowledge.
  • Contribute to strategic planning, business development activities, and special projects as assigned.

Qualifications

  • Minimum of five years of relevant experience.
  • Three or more years of experience in financial services, client engagement, or relationship management preferred.
  • Undergraduate degree or equivalent combination of training and experience required; advanced degree preferred.
  • Demonstrated experience presenting to clients or stakeholders in a professional setting.
  • Strong understanding of financial services, recordkeeping, or institutional business preferred.

Core Skills & Competencies

  • Presentation & Communication: Confident, engaging presenter with the ability to clearly explain complex concepts and tailor messaging to diverse audiences.
  • Client Engagement: Strong interpersonal and relationship-building skills with a client-first mindset.
  • Adaptability: Ability to think on your feet, pivot in real time, and perform effectively in high-pressure, client-facing situations.
  • Technical Acumen: Comfortable navigating and demonstrating digital platforms and tools; ability to quickly learn new technologies.
  • Collaboration: Proven ability to work cross-functionally and build partnerships across teams.
  • Business Acumen: Understanding of financial services, including products, services, and client needs within an institutional environment.

Career Development

The Client Experience Consultant role offers strong opportunities for professional growth and advancement. The experience gained in client engagement, strategic storytelling, and business development can lead to future opportunities across Sales, Relationship Management, Product, and other enterprise functions

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Vanguard's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Vanguard's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Vanguard's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.