Client Account Executive, Existing Client Sales
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Arizona • Pennsylvania • United States
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About the role
- Responsible for the retention, satisfaction, and growth of clients
- Develops and communicates strategic business plans for current clients
- Implements long term relationship retention & growth strategies
- Strategically navigates client organizations
- Leads and executes on RFP and re-bid processes
- Achieves established sales, satisfaction and retention goals
- Coaches internal teams towards achieving book of business strategy
- Facilitates strong business support
- Influences and collaborates with divisional business partners
- Coaches, collaborates, and provides insight and direction to less experienced sales executives
Requirements
- Five years financial services experience
- At least three years in a senior level client or prospect relationship role
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree preferred
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)
Benefits
- Travel requirement: Up to 50%
- Health insurance
- Retirement plans
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client retentionclient satisfactionstrategic planningrelationship managementcoachingcollaborationinfluencecommunicationbusiness supportteam leadership
Certifications
FINRAstate licenseSFC registration