Client Account Executive

• 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

• 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%

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.

• Financial Services Experience
• Client Relationship Management
• Sales Strategy Development
• Regulatory License 6 or 7 and 63
• Coaching and Mentoring

• Sales Activities
• RFP Process Execution
• Business Plan Development
• Relationship Retention Strategies
• Prospect Evaluation

• Collaboration
• Influencing
• Coaching
• Communication

• Regulatory License 6 or 7
• Regulatory License 63

• Financial Services
• Client Support Structure
• Stakeholder Engagement
• Business Support
• Prospect Propositions