Relationship Executive, Senior Specialist

Vanguard•Malvern, PA

36d•Hybrid

About The Position

Serves as the primary point of contact for the most complex client relationships for Vanguard's largest recordkeeping and investment only clients. Provides consultation on service enhancements. Maintains long-term relationships with clients that are critical to Vanguard's success through mutual trust and loyalty. Summary Serves as the primary point of contact for the most complex client relationships for Vanguard's largest recordkeeping and investment only clients. Provides consultation on service enhancements. Maintains long-term relationships with clients that are critical to Vanguard's success through mutual trust and loyalty. What it Takes Manages Vanguard's most complex client recordkeeping and investment only plan sponsor relationships through a deep understanding of client history and needs. Identifies opportunities to enhance client experiences and opportunities. Identifies opportunities and strategies related to recordkeeping and client services. Deepens the client relationship and loyalty to Vanguard through strategic and best-in-class consultative guidance. Proactively assesses client needs through strategic planning and consultations. Recommends service and operational enhancements, and partners internally to maintain recordkeeping. Presents recommendations to key client decision makers. Resolves complex client issues related to products, services, or processes. Drives the development and implementation of creative solutions that meet or exceed client needs and expectations. Engages key subject matter experts and leverages internal network to develop creative service solutions for clients, requiring cross-functional collaboration and cross-team ownership. Maintains expert-level knowledge of Vanguard funds, products, and services compared to our competitors. Leverages deep investment acumen to provide long-term guidance to clients and strategically position Vanguard as the brand of choice for continued client loyalty. Participates in special projects and performs other duties as assigned.

Requirements

Minimum of ten years related work experience.
Five years experience in Financial Services and Relationship Management strongly preferred.
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.

Nice To Haves

Graduate degree preferred.

Responsibilities

Manages Vanguard's most complex client recordkeeping and investment only plan sponsor relationships through a deep understanding of client history and needs.
Identifies opportunities to enhance client experiences and opportunities.
Identifies opportunities and strategies related to recordkeeping and client services.
Deepens the client relationship and loyalty to Vanguard through strategic and best-in-class consultative guidance.
Proactively assesses client needs through strategic planning and consultations.
Recommends service and operational enhancements, and partners internally to maintain recordkeeping.
Presents recommendations to key client decision makers.
Resolves complex client issues related to products, services, or processes.
Drives the development and implementation of creative solutions that meet or exceed client needs and expectations.
Engages key subject matter experts and leverages internal network to develop creative service solutions for clients, requiring cross-functional collaboration and cross-team ownership.
Maintains expert-level knowledge of Vanguard funds, products, and services compared to our competitors.
Leverages deep investment acumen to provide long-term guidance to clients and strategically position Vanguard as the brand of choice for continued client loyalty.
Participates in special projects and performs other duties as assigned.