Relationship Manager

What’s the scope of the Full-Service Relationship Representative (Relationship Manager) role?

What experience would be gained from it?

Responsibilities

• Serves as the primary point of contact to existing clients.
• Develops and maintains strong relationships.
• Proactively evaluates client needs and financial goals.
• Serving full-service clients under $200M.
• Building deep relationships with decision makers within client organizations to foster loyalty and demonstrate Vanguard’s value proposition.
• Working with consultants associated with Key Account consultant firms and partnering with CEG representatives on consultant relationship development.
• Delivering strategies to increase impact for plan participant success and plan sponsor client loyalty and satisfaction.
• Developing deep knowledge of Vanguard full-service recordkeeping offer.
• Understanding client relationship financials and ongoing relationship viability.
• Establishing a broad network across the IIG business.

Qualifications

• Minimum of five years related work experience.
• Five years experience in Client Services, Relationship Management and/or Vanguard Workplace Solutions preferred.
• Undergraduate degree or equivalent combination of training and experience.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC).
• Experience with the Vanguard recordkeeping offer and process required.
• Client travel is required and expected for this role.

Special Factors

• Vanguard is not offering visa sponsorship for this position.
• Sponsorship Vanguard is not offering visa sponsorship for this position.