Manager, High Net Worth Relationship Managers

Hires, evaluates, and supervises crew Provides guidance and training as necessary to develop crew Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies Develops, implements, and monitors goals and action plans Reviews team performance and identify trends, suggests improvements, and provides analysis and feedback to Relationship Managers Deepens loyalty with existing ultra-high net worth clients by anticipating needs and demonstrating expertise to align solutions Provides coaching to Relationship Managers to help them assess client needs, build deep relationships, and recover and strengthen at-risk relationships Supports strategy planning for the team’s book of business by modeling growth opportunities, contributing to business planning activities, and utilizing practice management tools Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen client relationships Resolves complex client issues related to products or processes by taking ownership and delivering with excellence Influences changes among the team to improve end-to-end processes and meet client needs Participates in solution development with internal colleagues and cross-functional teams Supports Relationship Managers in identifying and implementing solutions Participates in special projects and performs other duties as assigned Requirements Minimum of five years related work experience Three years of experience in Financial Services Relationship Management and Sales experience preferred Previous sales leadership experience 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) Core Competencies Demonstrates expertise in Relationship Management and Sales, with a strong focus on client loyalty and satisfaction. Possesses technical knowledge of Financial Services products and regulatory requirements, enabling effective coaching and team leadership. Highest-signal resume keywords Relationship Management Sales Leadership Client Loyalty Development Financial Services Expertise Regulatory License ATS Optimization Keywords Hard Skills Performance Standards Setting Goal Development and Monitoring Client Needs Assessment Solution Development Business Planning Soft Skills Coaching Team Supervision Analytical Feedback Influencing Change Communication Certifications & Qualifications FINRA License State Registration SFC Registration Industry Keywords Ultra-High Net Worth Clients Financial Services Client Relationship Management Tools & Technologies Practice Management Tools Vanguard Funds Knowledge #J-18808-Ljbffr