Client Account Executive – Existing Client Sales

Vanguard

Client Account Executive developing strategic plans and deepening client relationships for mid-sized financial services accounts in the West Coast. Ensuring client satisfaction and growth through effective management and retention strategies.

Posted 5/5/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for the retention, satisfaction, and growth of clients
Establishes and deepens client relationships
Develops and communicates strategic business plans
Implements long term relationship retention & growth strategies
Achieves established sales, satisfaction and retention goals

Requirements

What you’ll need

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
Regulatory license and/or registration (e.g. FINRA, state, SFC)
Series 6 and Series 63 required

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client retentionclient satisfactionrelationship buildingstrategic planningcommunicationsales achievement

Certifications

FINRASeries 6Series 63