Manager, High Net Worth Relationship Managers
About The Position
Vanguard Wealth Management aims to help ultra-high net worth clients and their families preserve and grow wealth through a partnership built on shared values. The Wealth Management Central Client Manager plays a critical role in fulfilling this objective by leading a team of Relationship Managers (RMs) who serve some of Vanguard’s largest, most complex, and loyal clients. RMs are responsible for delivering a high-quality client experience, increasing client loyalty and retention, and driving growth. We are seeking highly motivated sales and/or client service leaders, coaches, and strategic problem solvers to join the Wealth Management team in Texas. Ideal Candidate: We’ve built a strong and collaborative team deeply committed to our mission and purpose. An ideal candidate brings a track record of building inclusive and high performing teams to produce strong outcomes, navigate ambiguity, solve complex problems, and deploy practice management skills (relationship management, book management, and sales). You’ll leverage these competencies and collaborate across Vanguard business units to create value for clients and maximize your team’s impact.
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 a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
- Candidate must live in Texas for this opportunity.
Nice To Haves
- Relationship Management and Sales experience preferred.
- Previous sales leadership experience preferred.
- Graduate degree preferred.
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.
- 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.
Benefits
- Relocation assistance available for internal and external candidates that are greater than 40 miles from our Plano, TX location.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
