Client Account Executive

Jobtailor; North Carolina; On-site; USD 120,000 - 180,000; Full time

Job summary

Vanguard is seeking a senior client relationship executive in the United States, North Carolina region. You will grow a book of high-potential prospects, craft strategic plans, and drive long-term retention and growth by navigating complex organizations and presenting Vanguard IIG solutions.

You will lead RFP processes, align internal teams, coach staff, and collaborate with business partners to meet sales and retention goals. Visa sponsorship is not offered for this role.

Qualifications

• 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%.

Responsibilities

• 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

Skills

Financial services experience

Client relationship management

Sales strategy development

RFP process execution

Coaching and mentoring

Stakeholder engagement

Regulatory licenses 6/7 & 63

Travel up to 50%

Education

Undergraduate degree or equivalent

Graduate degree preferred

Job description

• 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

• 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%

Core Competencies

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

ATS Optimization Keywords

Hard Skills

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

Soft Skills

• Collaboration
• Influencing
• Coaching
• Communication

Certifications & Qualifications

• Regulatory License 6 or 7
• Regulatory License 63

Industry Keywords

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