Client Excellence, Senior Specialist

The Vanguard Group•Malvern, PA

27d•Hybrid

About The Position

This role is responsible for developing and executing the Registered Investment Adviser (RIA) channel strategy for client engagement and events. The ideal candidate is client-obsessed, entrepreneurial, and able to balance strategic planning with hands-on execution. They will build strong client relationships, manage complex initiatives, and create impactful experiences that drive growth and loyalty.

Requirements

Deep commitment to delivering an exceptional client experience.
Proven experience in client relationship management and sales.
Ability to think strategically while executing tactical plans.
Strong organizational skills and ability to manage ambiguity and complexity.
Experience with event planning, marketing, and territory-level initiatives.
Understanding of the Registered Investment Adviser (RIA) industry and intermediary business models.
Skilled in stakeholder engagement and collaboration across senior leadership.
Self-starter with ownership mindset and ability to build new processes.
Entrepreneurial approach with ability to lead and innovate.
Self-starter with strong ownership and accountability.
Collaborative and skilled in stakeholder management.
Highly organized with ability to manage complexity.
Strategic thinker who sees the big picture while executing details.
Minimum 8 years of relevant experience in sales, client strategy, or event management.
Bachelor’s degree required; advanced degree preferred.

Responsibilities

Develop and implement the annual RIA Channel event and engagement strategy in partnership with leadership.
Manage co-marketing budgets and prioritize high-impact opportunities.
Build strong client relationships and identify opportunities for mutually beneficial partnerships.
Plan and oversee territory events, conferences, and loyalty initiatives.
Drive executive-level connectivity between the firm and top clients.
Maintain timelines, best practices, and reporting for all events and initiatives.
Lead business problem diagnosis, research, and analysis; synthesize insights into actionable recommendations.
Prepare and deliver presentations, reports, and thought leadership materials.
Monitor industry trends and advise leadership on competitive insights.
Participate in special projects and other duties as assigned.