Client Account Executive

Vanguard

Client Account Executive growing complex retirement-services prospects for Vanguard. Developing sales strategies, leading RFPs, and managing client and prospect relationships.

Posted 8/10/2026full-timeMalvern • North Carolina, Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing strategic business plans and executing relationship retention strategies within the financial services sector. Proven ability to lead sales activities, coach teams, and influence stakeholders to achieve sales and retention goals.

Highest-signal resume keywords

Financial Services ExperienceClient Relationship ManagementSales Strategy DevelopmentRegulatory License 6 or 7 and 63Coaching and Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ActivitiesRFP Process ExecutionBusiness Plan DevelopmentRelationship Retention StrategiesProspect Evaluation

Soft Skills

CollaborationInfluencingCoachingCommunication

Certifications & Qualifications

Regulatory License 6 or 7Regulatory License 63

Industry Keywords

Financial ServicesClient Support StructureStakeholder EngagementBusiness SupportProspect Propositions

About the role

Key responsibilities & impact

Grow prospects within an assigned book of small to mid-size, higher-complexity prospects
Develop and communicate strategic business plans for all prospects in the assigned book of business
Implement long-term relationship retention and growth strategies
Navigate prospect organizations to evaluate needs and position Vanguard IIG services, solutions, and products
Lead and execute RFP processes
Achieve established sales, satisfaction, and retention goals through personal direction of executive- and staff-level sales activities
Coach internal teams toward book-of-business strategy and share best practices and learnings
Facilitate business support and promote consistent approaches to decisions and prospect propositions
Drive connections across internal and external stakeholders
Influence and collaborate with divisional business partners to provide appropriate SMEs and resources
Leverage and reinforce the client support structure to maximize time with clients and prospects
Coach, collaborate with, and provide insight and direction to less experienced sales executives and internal partners
Participate in special projects and perform other duties as assigned

Requirements

What you’ll need

Five years of 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
Regulatory license and/or registration 6 or 7 and 63, as determined by Compliance based on role-specific duties
Vanguard is not offering visa sponsorship for this position
Ability to travel up to 50%

Benefits

Comp & perks

Hybrid working model
In-person learning, collaboration, and connection
Coaching, learning, and development opportunities through collaboration with internal partners and less experienced sales executives