Relationship Manager- Wealth Management

Vanguard • Dallas, TX

79d • Hybrid

About The Position

Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers. In this role, you'll manage a book of business composed of self-directed ultra-high-net-worth clients, each holding between $5-25 million in Vanguard assets. You'll be at the forefront of delivering exceptional experiences through education, guidance, and tailored solutions - empowering clients to make informed decisions and achieve their long-term goals.

Requirements

• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC), the SIE, Series 7 and 63/65 or 66 (or equivalent). Certain professional designations may be used in lieu of 65/66.
• The SIE & Series 7 are required prior to starting with Vanguard. The Series 66 can be acquired upon starting.
• A strong foundation in managing a book of business within financial services - ideally 3+ years of experience.
• Experience building trusted relationships with high-net-worth or ultra-high-net-worth clients (2+ years preferred).
• A consultative mentality and a passion for guiding clients through financial services solutions.
• Confidence in discussing topics like ETFs, mutual funds, legacy and estate planning, charitable giving, and other wealth management related conversations.
• A bachelor's degree or equivalent experience that showcases your ability to learn and lead.

Responsibilities

• Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience.
• Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance - helping clients achieve their long-term goals.
• Engage in meaningful conversations on sophisticated topics such as partnering with advice, increasing share of wallet, private equity, trusts, margin, and charitable giving, expanding your expertise and client impact.
• Support strategic planning for your book of business and contribute to growth initiatives and client retention efforts.
• Foster strong relationships by connecting with clients through genuine curiosity, empathy, and a deep understanding of their financial aspirations.
• Deliver exceptional client service by proactively addressing inquiries, resolving issues efficiently, and ensuring a seamless experience across all touchpoints.
• Demonstrate credibility through deep technical knowledge of Vanguard's products and services, proactively finding opportunities to strengthen client relationships.

What This Job Offers

• Job Type: Full-time
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree