Relationship Executive, Senior Specialist-West Region

About the role

This role is responsible for the West territory’s book of business that consists of $1 billion+ plan sponsor client relationships where Vanguard has a recordkeeping and/or investment relationship.

Responsibilities

• Manages Vanguard’s most complex recordkeeping and investment-only plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs.
• Identifies opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through proactive, best-in-class consultative guidance.
• Proactively assesses client needs through ongoing strategic planning and high-value consultations. Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution.
• Clearly articulates recommendations to senior client decision makers to drive informed outcomes.
• Led the resolution of complex client issues related to products, services, and processes. Develops and implements creative, forward-looking solutions that meet or exceed client expectations and reinforce Vanguard’s reputation for excellence.
• Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients. Facilitates cross-functional collaboration and shared ownership to deliver integrated, client-centric outcomes.
• Maintains expert-level knowledge of Vanguard funds, products, services, and competitive positioning. Applies deep investment expertise to provide long-term strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty.
• Contributes to enterprise initiatives, participates in special projects, and performs additional responsibilities as assigned to support departmental and organizational objectives.

Qualifications

• Ten years financial services experience with at least five years of institutional relationship management/sales experience.
• 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.
• This job requires a regulatory license and/or registration (e.g., FINRA, state, SFC). Will be determined by Compliance based on role-specific duties.
• Travel requirement: 25-50%.

Special Factors

• Existing recordkeeping client relationships and connectivity in the assigned region is a plus.
• Investment competence is a plus.
• Graduate degree preferred.