Client Manager, RMG UHNW (Flagship Select)

The Vanguard Group•Charlotte, NC

1d•Hybrid

About The Position

The Client Manager, RMG UHNW (Flagship Select) role at Vanguard focuses on serving Ultra High Net Worth clients. The position involves deepening client loyalty, supporting strategic planning for a book of business, and contributing to client account retention. It also includes providing guidance and support to Wealth Management Select Relationship Managers, assisting in strengthening at-risk relationships, and resolving complex client issues. The role requires leveraging technical knowledge of Vanguard funds, products, and services to identify opportunities to enhance client relationships. Vanguard's mission is to work for the long-term financial wellbeing of its clients, leading through products and services that transform clients' lives, and fostering individual and team development. The company operates on a hybrid working model, designed to offer enhanced flexibility while promoting in-person learning, collaboration, and connection, which is seen as crucial for supporting client outcomes and enriching the employee experience.

Requirements

Minimum of five years related work experience.
Three years of experience in Financial Services.
Undergraduate degree or equivalent combination of training and experience.
This job requires FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines.

Nice To Haves

Relationship Management and Sales experience preferred.
Previous sales leadership experience preferred.
Graduate degree preferred.
A strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity, innovatively solving complex problems, and developing Practice Management skills (relationship management, book management, and sales).
Collaborate across Vanguard departments and business units.

Responsibilities

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 and procedures.
Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions.
Supports strategy planning for a book of business.
Model growth opportunities, contribute to business planning activities, and support client account retention.
Provides guidance and support to Wealth Management Select Relationship Managers.
Assists in the recovery and strengthening of at-risk relationships coaching Relationship Managers to demonstrate empathy and deeply understanding client needs.
Develops, implements, and monitors goals and action plans.
Reviews team performance and identify trends, suggests improvements, and provides analysis/feedback to Relationship Manager.
Resolves complex client issues related to products or processes by taking ownership and delivering consistently 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 potential options for solutions.
Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship.
Participates in special projects and performs other duties as assigned.