Manager, High Net Worth Relationship Managers

About the role

The Wealth Management North Client Manager plays a critical role leading our front-line Relationship Managers (RM) who serve some of our largest, most complex, and loyal clients with $5-25M in Vanguard assets. RMs are responsible for delivering a quality client experience, increasing client loyalty and retention, and driving growth.

Job Summary

We are seeking highly motivated sales and/or client service leaders, coaches, and strategic problem solvers to join the Wealth Management team in Malvern, Pennsylvania. Client Managers directly influence the Wealth Management mission. As a member of our leadership team, you will play a critical role in making our mission a reality by coaching your crew to achieve Trusted Partner status – delivering excellent service with Reliability, Credibility, and Connection, all supported by Vanguard’s Client First Orientation.

Core Responsibilities

• Hires, evaluates, and supervises crew.
• Provides guidance and training as necessary to develop crew.
• Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
• Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions.
• Supports strategy planning for a book of business.
• Models growth opportunities, contributes to business planning activities, and supports client account retention.
• Provides guidance and support to Relationship Managers.
• Aids in the recovery and strengthening of at-risk relationships by coaching Relationship Managers to demonstrate empathy and deeply understand client needs.
• Develops, implements, and monitors goals and action plans.
• Reviews team performance and identifies trends, suggests improvements, and provides analysis/feedback to Relationship Managers.
• Solves complex client issues related to products or processes by taking ownership and delivering consistently with excellence.
• Influences changes among the team to improve end-to-end processes and meet client needs.
• Participates in solution development with internal colleagues and cross-functional teams.
• Supports Relationship Managers in identifying and implementing solutions.
• Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen client relationships.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of five years related work experience.
• Three years of experience in Financial Services.
• Relationship Management and Sales experience preferred.
• Previous sales leadership experience preferred.
• Undergraduate degree or equivalent combination of training and experience.
• Graduate degree preferred.
• This job requires FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines.
• This role requires one to work a hybrid schedule coming onsite to Malvern, PA every Tuesday, Wednesday and Thursday.