Client Account Executive - Existing Client Sales

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.

• 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.