Manager, High Net Worth Relationship Managers

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.
• Develops, implements, and monitors goals and action plans.
• Reviews team performance and identifies trends, suggests improvements, and provides analysis and feedback to Relationship Managers.
• Deepens loyalty with existing ultra-high net worth clients by anticipating needs and demonstrating expertise to align solutions.
• Provides coaching to Relationship Managers to help them assess client needs, build deep relationships, and recover and strengthen at-risk relationships.
• Supports strategy planning for the team’s book of business by modeling growth opportunities, contributing to business planning activities, and utilizing practice management tools.
• Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen client relationships.
• Solves complex client issues related to products or processes by taking ownership and delivering 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.
• 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 a regulatory license and/or registration (e.g. FINRA, state, SFC).