Relationship Manager, Sr. Specialist - Direct Indexing

Core Responsibilities

• Manages complex relationships with existing clients. Supports strategy planning for a book of business. Tracks growth opportunities, contributes to business planning activities, and drives client retention and loyalty through strategic and consultative guidance.
• Proactively assesses client needs through strategic planning and consultations. Recommends service and operational enhancements. Presents recommendations to key client decision makers.
• Resolves complex client issues related to products, services, or processes. Drives the development and implementation of potential solutions to meet client needs.
• Leverages experience and internal network to determine creative solutions for clients, often requiring cross-functional collaboration and cross-team ownership.
• Uses advanced knowledge of Vanguard funds, products, and services compared to our competitors. Strategically position Vanguard's products and services and enhance client loyalty.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of eight years related work experience. Five years experience in Financial Services and Relationship Management strongly preferred.
• 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

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

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.