Client Account Executive - Existing Client Sales

Vanguard; Malvern (Chester County); Hybrid; USD 85,000 - 120,000; Full time

Job summary

A leading investment management company is seeking an experienced client relationship manager to enhance satisfaction and retention for mid-size clients. The ideal candidate will have at least five years in financial services and the ability to develop strategic plans to grow client business. With a travel requirement of up to 50% and a hybrid work model, this role emphasizes collaboration to achieve long-term goals and improve client outcomes.

Qualifications

• Five years of experience in financial services, with three in a senior client relationship role.
• Regulatory license and/or registration required based on specific duties.

Responsibilities

• Responsible for retention and growth of mid-size client book.
• Develop and implement business plans for current clients.
• Navigate client organizations to assess needs.
• Lead RFP and re-bid processes.
• Achieve sales and retention goals through effective strategy.

Skills

Client relationship management

Sales strategy development

Team coaching

Financial services knowledge

Education

Undergraduate degree

Graduate degree preferred

Job description

Responsible for protecting and growing lifetime value for their mid size book of business. Establishes and deepens client relationships leading to increased retention, loyalty and product/asset growth while developing strong relationships with key client and decision makers.

Core Responsibilities

• Responsible for the retention, satisfaction, and growth of clients within their assigned book. Book of business includes mid-size plans with higher complexity, with most significant opportunities within asset range for Client Lifetime Value growth across Recordkeeping, Advice, and I/O.
• Develops and communicates strategic business plans for current clients within assigned book of business (e.g., Miller Heiman gold sheets). Implements long term relationship retention & growth strategies.
• Strategically navigates client organizations to evaluate needs and position Vanguard IIG services, solutions, and products to solve their needs.
• Leads and executes on RFP and re-bid processes
• Achieves established sales, satisfaction and retention goals through personal direction of all executive and staff level activities of the sales process.
• Coaches internal teams towards achieving book of business strategy, shares best practices and learnings.
• Facilitates strong business support by working with team members to promote a consistent approach to decisions and client/prospect propositions. Drives connection across all appropriate internal and external stakeholders. Influences and collaborates with divisional business partners to offer and dedicate the right SMEs and resources when appropriate.
• Diligently leverages and reinforces the client support structure to maximize the CSE’s time for clients.
• Coaches, collaborates, and provides insight and direction to less experienced sales executives and internal partners.
• Travel requirement: Up to 50%
• Participates in special projects and performs other duties as assigned.

Qualifications

• Five years financial services experience with 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). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.