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 CSEs 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

About Vanguard

At Vanguard we dont just have a missionwere 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.