Client Account Executive managing mid-size client relationships at Vanguard. Responsible for client retention, satisfaction, and growth while developing strong relationships with key decision makers.
Responsibilities
Responsible for the retention, satisfaction, and growth of clients
Develops and communicates strategic business plans for current clients
Implements long term relationship retention & growth strategies
Strategically navigates client organizations
Leads and executes on RFP and re-bid processes
Achieves established sales, satisfaction and retention goals
Coaches internal teams towards achieving book of business strategy
Facilitates strong business support
Influences and collaborates with divisional business partners
Coaches, collaborates, and provides insight and direction to less experienced sales executives
Requirements
Five years 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
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)
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