Relationship Manager- Wealth Management

Core Responsibilities

• Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience.
• Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance — helping clients achieve their long-term goals.
• Engage in meaningful conversations on sophisticated topics such as partnering with advice, increasing share of wallet, private equity, trusts, margin, and charitable giving, expanding your expertise and client impact.
• Support strategic planning for your book of business and contribute to growth initiatives and client retention efforts.
• Foster strong relationships by connecting with clients through genuine curiosity, empathy, and a deep understanding of their financial aspirations.
• Deliver exceptional client service by proactively addressing inquiries, resolving issues efficiently, and ensuring a seamless experience across all touchpoints.
• Demonstrate credibility through deep technical knowledge of Vanguard’s products and services, proactively finding opportunities to strengthen client relationships.

Qualifications

• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC).
• A strong foundation in managing a book of business within financial services — ideally 3+ years of experience.
• Experience building trusted relationships with high-net-worth or ultra-high-net-worth clients (2+ years preferred).
• A consultative mentality and a passion for guiding clients through financial services solutions.
• Confidence in discussing topics like ETFs, mutual funds, legacy and estate planning, charitable giving, and other wealth management related conversations.
• A bachelor’s degree or equivalent experience that showcases your ability to learn and lead.

About Vanguard

Vanguard is dedicated to transforming clients' lives through innovative products and services. Our mission is to work for the long-term financial wellbeing of our clients and to lead through product and service transformation. Vanguard's hybrid working model supports flexibility and collaboration, and we strive to enrich the employee experience through our mission-driven and highly collaborative culture.