Client Account Executive - Existing Client Sales, West Coast Based

Responsibilities

• Retains, satisfies, and grows clients within the assigned book of business.
• Develops and communicates strategic business plans for current clients.
• Implements long-term relationship retention and growth strategies.
• Strategically navigates client organizations to evaluate needs and position Vanguard IIG services, solutions, and products.
• Executes RFP and re-bid processes.
• Achieves established sales, satisfaction, and retention goals through personal direction of all executive and staff-level activities.
• Leads the team towards achieving the book of business strategy, sharing best practices and insights.
• Facilitates strong business support by working with team members to promote a consistent approach to decisions and client/prospect propositions.
• Drives connections across all appropriate internal and external stakeholders.
• Influences and collaborates with divisional business partners to offer and dedicate the right SMEs and resources.
• 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% - West Coast territory.
• 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 role requires a regulatory license and/or registration (e.g. FINRA, state, SFC). Series 6 and Series 63 are preferred pre-hire, but we are willing to assist in obtaining within 90 days of hire.
• The role requires coming onsite to our Scottsdale office every Tuesday, Wednesday, and Thursday.

About the Role

Protects and grows lifetime value for a mid-sized book of business. Establishes and deepens client relationships leading to increased retention, loyalty, and product/asset growth.