Relationship Manager, Sr. Specialist - Direct Indexing

About the role

The Sr. Specialist – Direct Indexing Relationship Manager is responsible for managing complex client relationships within the Direct Indexing portfolio. This includes supporting strategy planning, driving client retention and loyalty, and recommending service and operational enhancements.

Responsibilities

• Manages complex relationships with existing clients, supporting strategy planning and contributing to business planning activities.
• Proactively assesses client needs through strategic planning and consultations, recommending service and operational enhancements, and presenting recommendations to key client decision makers.
• Solves complex client issues related to products, services, or processes, and drives the development and implementation of potential solutions to meet client needs.
• Leverages advanced knowledge of Vanguard funds, products, and services compared to competitors, strategically positioning Vanguard's offerings and enhancing client loyalty.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of eight years related work experience, with five years in Financial Services and Relationship Management strongly preferred.
• Undergraduate degree or equivalent combination of training and experience, with a graduate degree preferred.
• This role requires a regulatory license and/or registration (e.g., FINRA, state, SFC).

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

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• Rajesh D.: "Over the past 24 years, I've had the privilege of being part of Vanguard that is truly client-owned. What makes this place exceptional is its culture of niceness and collaboration."
• Akua A.: "My initial IT roles provided me a solid technical foundation, while the leadership program offered exposure to various facets of technology and strategic thinking. The collaborative environment at Vanguard, combined with access to cutting-edge technology and continuous learning opportunities, solidified my commitment to cybersecurity."
• Diane T.: "Throughout my Vanguard journey, I've gotten a chance to explore various roles in security which has helped me navigate my career, and I have had the opportunity to work with the most incredible, supportive team members and leaders who truly care about me."
• Kelly P.: "I am fortunate to not only have found that during my tenure at Vanguard, but also to find a place where I can build a long and engaging career, experience many milestones (like earning an MBA, getting married, and starting a family), and mentor others who are seeking to do the same."
• Megan M.: "As a company, we promote continuous learning and rotations which has allowed me to grow as a technical professional and as a leader."
• Rehana V.: "During my time here, I have received endless support and opportunities for growth and learning. From supporting my diverse needs and perspectives, to affording me the flexibility to meet my personal obligations, Vanguard's commitment to its crew has helped me grow into the best version of myself."
• Brooke G.: "The emphasis that Vanguard puts on personal and professional growth has allowed me to expand my expertise and tackle new challenges, keeping each role dynamic and exciting."