Vanguard-posted 7 months ago
Full-time • Manager
Hybrid • Dallas, TX
Funds, Trusts, and Other Financial Vehicles

The Wealth Management Select Client Manager (CM) is a critical role leading our front-line Relationship Managers who serve some of Vanguard's largest and most complex clients with $5-25M AUM. They are responsible for delivering a quality client experience, increasing client loyalty and retention, and driving growth. We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join the Wealth Management Select team. Client Managers directly influence the Wealth Management mission: Be a trusted partner to our ultra-clients and their families, giving them the best long-term outcomes so they can leave a legacy that fulfills their purpose in the world. As a member of our Select leadership team, you will play a critical role in making this vision a reality by coaching your crew to achieve Trusted Partner status, delivering with Reliability, Credibility, and Connection, supported by a Client First Orientation. You will lead a team of approximately 10 Relationship Managers serving 3,400 families with $20 billion in AUM. Your primary responsibility will be coaching and developing a team of Relationship Managers to delight clients, deepen loyalty, and create value for our Wealth Management Clients by uncovering unmet needs and aligning suitable solutions. As a result, you will help deepen and expand our client relationships and retain families through generations.

  • 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.
  • Models growth opportunities, contributes to business planning activities, and supports 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 identifies 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.
  • 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 FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines.
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