Relationship Manager – Specialist
Job Description:
- Manage Vanguard’s most complex recordkeeping and investment-only plan sponsor relationships
- Apply client history, strategic priorities, and evolving needs to elevate client experience and enhance service delivery
- Assess client needs through strategic planning and high-value consultations
- Recommend service, operational, and process enhancements with internal stakeholders
- Articulate recommendations to senior client decision makers
- Lead resolution of complex client issues involving products, services, and processes
- Develop and implement forward-looking client solutions
- Engage internal subject matter experts and facilitate cross-functional collaboration
- Maintain expert-level knowledge of Vanguard funds, products, services, and competitive positioning
- Provide long-term strategic investment guidance
- Contribute to enterprise initiatives and special projects
Requirements:
- Minimum of five years related work experience
- Three years experience in Financial Services and Relationship Management preferred
- Demonstrated expertise in employer-sponsored retirement plans, including 401(k), 403(b), rollover, participant engagement, retirement readiness, or related workplace solutions
- Recordkeeping (retirement plan administration) savvy is required
- Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity
- Undergraduate degree or equivalent experience or equivalent combination of training and experience
- Regulatory license and/or registration required; Series 6 and 63 required
- Must reside on the West Coast
- Ability to travel 25–50%
- Existing recordkeeping client relationships and connectivity in the assigned region is a plus
- Investment competence is a plus
- Must not require visa sponsorship
Benefits:
- Remote work model
- Remote interviewing, hiring, and onboarding
- Professional development opportunities
- Work-from-home arrangement
- No visa sponsorship offered
