Relationship Executive, Workplace Solutions

About the role

Vanguard is seeking a Relationship Executive to serve as the strategic lead and primary point of contact for the most complex and high-value recordkeeping and investment-only client relationships within the Vanguard Workplace Solutions division. This role involves providing expert consultation on service enhancements, guiding clients through critical operational and strategic decisions, and ensuring consistently exceptional experiences.

Responsibilities

• Manage Vanguard’s most complex recordkeeping and investment-only plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs.
• Identify opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through proactive, best-in-class consultative guidance.
• Proactively assess client needs through ongoing strategic planning and high-value consultations. Recommend service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution. Clearly articulate recommendations to senior client decision makers to drive informed outcomes.
• Lead the resolution of complex client issues related to products, services, and processes. Develop and implement creative, forward-looking solutions that meet or exceed client expectations and reinforce Vanguard’s reputation for excellence.
• Engage key internal subject matter experts and leverage an extensive internal network to design tailored service solutions for clients. Facilitate cross-functional collaboration and shared ownership to deliver integrated, client-centric outcomes.
• Maintain expert-level knowledge of Vanguard funds, products, services, and competitive positioning. Apply deep investment expertise to provide long-term strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty.
• Contribute to enterprise initiatives, participate in special projects, and perform 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.