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Vanguard · 1 day ago

Client Account Executive - Existing Client Sales

Scottsdale, AZ

Full-time

Hybrid

Senior Level

5+ years exp

Vanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking a Client Account Executive to protect and grow the lifetime value of their mid-size book of business by establishing and deepening client relationships, which will lead to increased retention, loyalty, and product growth.

FinanceFinancial Services

No H1B

Responsibilities

Responsible for the retention, satisfaction, and growth of clients within their assigned book

Develops and communicates strategic business plans for current clients within assigned book of business (e.g., Miller Heiman gold sheets). Implements long term relationship retention & growth strategies

Strategically navigates client organizations to evaluate needs and position Vanguard IIG services, solutions, and products to solve their needs

Leads and executes on RFP and re-bid processes

Achieves established sales, satisfaction and retention goals through personal direction of all executive and staff level activities of the sales process

Coaches internal teams towards achieving book of business strategy, shares best practices and learnings

Facilitates strong business support by working with team members to promote a consistent approach to decisions and client/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

Diligently leverages and reinforces the client support structure to maximize the CSE’s time for clients

Coaches, collaborates, and provides insight and direction to less experienced sales executives and internal partners

Participates in special projects and performs other duties as assigned

Qualification

Financial services experienceClient relationship managementRegulatory licenseStrategic business planningCoaching skillsCollaboration skills

Required

Five years financial services experience with at least three 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