Relationship Manager, Sr. Specialist - Direct Indexing

About the role

The Sr. Specialist – Direct Indexing is responsible for managing complex relationships with existing clients, supporting strategy planning, and driving client retention and loyalty through strategic and consultative guidance.

Responsibilities

• Manages complex relationships with existing clients.
• Supports strategy planning for a book of business.
• Tracks growth opportunities, contributes to business planning activities, and drives client retention and loyalty through strategic and consultative guidance.
• Proactively assesses client needs through strategic planning and consultations.
• Recommends service and operational enhancements.
• Presents recommendations to key client decision makers.
• Solves complex client issues related to products, services, or processes.
• Drives the development and implementation of potential solutions to meet client needs.
• Leverages experience and internal network to determine creative solutions for clients, often requiring cross-functional collaboration and cross-team ownership.
• Uses advanced knowledge of Vanguard funds, products, and services compared to our competitors.
• Strategically positions Vanguard's products and services and enhances client loyalty.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of eight years related work experience. Five years experience in Financial Services and Relationship Management strongly 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). These will be determined by Compliance based on role-specific duties.

Special Factors

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

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

Empowered to learn, grow, and thrive

Rajesh D., Akua A., Diane T., Kelly P., Megan M., and Rehana V. share their experiences and insights about working at Vanguard.