Client Account Executive - Existing Client Sales

Vanguard Careers

Manage and grow client relationships in a mid-size book of business, focusing on retention and satisfaction while driving product growth.

Last checked on May 27, 2026. We may earn a commission when you click through.

A strong role for seasoned sales professionals looking to make a real impact in client management.

✓ Emphasis on client relationship building ✓ Opportunity for significant growth within the firm ✓ Hybrid work format offers flexibility

Client Account Executive - Existing Client Sales

Vanguard Careers

Updated 6 days ago

Apply now →

You'll be redirected to vanguardjobs.com

Scottsdale Hybrid Full-Time

A strong role for seasoned sales professionals looking to make a real impact in client management.

About this role

Vanguard is a leading investment management company known for its client-focused approach and diverse range of financial products.

About the Company

Vanguard is a leading investment management company known for its commitment to client success and low-cost investing.

Key Highlights

✓ Focus on client retention and satisfaction
✓ Manage a complex mid-size business portfolio
✓ Develop strategic business plans for clients
✓ Implement long-term growth strategies
✓ Build relationships with key decision-makers

💡 Honest Take: This job is great for sales pros who excel at relationship building but may be tough for those unfamiliar with financial products.

Pros

✓ Emphasis on client relationship building
✓ Opportunity for significant growth within the firm
✓ Hybrid work format offers flexibility
✓ Engage with mid-sized clients with higher complexity

Cons

✗ Not suitable for entry-level candidates
✗ Requires deep financial product knowledge
✗ High expectations for client retention
✗ May involve complex client scenarios

Best For: Ideal for those who thrive in relationship-driven roles and understand the nuances of financial services.

Watch Out: Be prepared for a demanding workload and the pressure to meet retention targets.

Apply for this position →

You'll be redirected to vanguardjobs.com

What Customers Say

Employees note the strong emphasis on client relationships and the complexity of the work, highlighting both rewards and challenges.

Expert Review

This job requires a strong sales acumen, focusing on client retention and satisfaction within a mid-sized portfolio. You’ll need to navigate complex client needs and develop tailored strategies for growth.

Your success hinges on your ability to build TRUST with clients and key decision-makers. This is not a role for newcomers; you'd be expected to have a solid grasp of financial products like recordkeeping and advice services.

The hybrid work format is a plus, offering flexibility while still demanding high performance. Keep in mind, the pressure to meet retention targets can be intense, requiring you to be on top of your game.

This position is a great fit for seasoned professionals who enjoy relationship management and can handle the challenges that come with complex client scenarios. It’s a role that directly impacts the bottom line, making it rewarding for those who excel in such environments. For more details, check out Vanguard's official job page here.