Vanguard

Client Account Executive - Existing Client Sales, West Coast Based

Scottsdale, AZ

Sponsorship not specifiedDetected 5 days ago

SalesAccount ManagementCollaboration

About the role

Responsible for the retention, satisfaction, and growth of clients within their assigned book.
Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.
To work for the long-term financial wellbeing of our clients.

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.
Leads and executes on RFP and re-bid processes
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.
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). In particular, required are Series 6 and Series 63. These licenses are preferred pre-hire, but we are willing to assist in obtaining within 90 days of hire.
This role requires one to come onsite to our Scottsdale office every Tuesday, Wednesday and Thursday.
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

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).
In particular, required are Series 6 and Series 63.

This listing is sourced directly from Vanguard's careers page and normalized into a canonical job model.