Relationship Manager

Role Overview Serves as the primary point of contact to existing clients. Develops and maintains strong relationships. Proactively evaluates client needs and financial goals. Scope of the Role 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. Ideal Candidate An individual who thrives in this role demonstrates determination and is highly collaborative. A highly organized and resourceful problem solver who navigates ambiguity using conceptual thinking skills. Strong relationship management, professional presence, communication, and collaboration skills with internal and external partners to achieve key outcomes (e.g., client loyalty and satisfaction, profitability). Ability to deepen and strengthen client relationships retaining existing client relationships. To effectively position Vanguard and our investment products and services. FINRA 6 and 63 licenses (or ability to obtain within 90 days of hire). Responsibilities Consult with clients to evaluate needs. Research resolutions for client issues and support strategies for process improvement. Leverage relationship management skills to build relationships with clients. Identify and resolve client inquiries related to products or services. Build internal relationships to collaboratively resolve client issues. Facilitate the creation of solutions across internal teams to address client inquiries and improve the client's overall experience with Vanguard's services. Use technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship. Participate in team projects and perform other duties as assigned. 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). These will be determined by Compliance based on role-specific duties. Experience with the Vanguard recordkeeping offer and process required. Client travel is required and expected for this role. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a full background check, including criminal, employment/education history, credit, and public records search in accordance with FINRA regulations. Visa Sponsorship Vanguard is not offering visa sponsorship for this position. #J-18808-Ljbffr