Relationship Manager, Specialist

Overview

Manage Vanguard's most complex recordkeeping and investment-only plan sponsor relationships, providing consultative guidance to strengthen client experience and loyalty.

What you'll do

• Manage Vanguard's most complex recordkeeping and investment-only plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs.
• Identify opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through proactive, best-in-class consultative guidance.
• Proactively assess client needs through ongoing strategic planning and high-value consultations.
• Recommend service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution.
• Clearly articulate recommendations to senior client decision makers to drive informed outcomes.
• Lead the resolution of complex client issues related to products, services, and processes.
• Develop and implement creative, forward-looking solutions that meet or exceed client expectations and reinforce Vanguard's reputation for excellence.
• Engage key internal subject matter experts and leverage an extensive internal network to design tailored service solutions for clients.
• Facilitate cross-functional collaboration and shared ownership to deliver integrated, client-centric outcomes.
• Maintain expert-level knowledge of Vanguard funds, products, services, and competitive positioning.
• Apply deep investment expertise to provide long-term strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty.
• Contribute to enterprise initiatives, participate in special projects, and perform additional responsibilities as assigned.

What you'll need

• Minimum of five years related work experience.
• Demonstrated expertise in employer-sponsored retirement plans, including 401(k), 403(b), rollover, participant engagement, retirement readiness, or related workplace solutions.
• Recordkeeping (retirement plan administration) savvy.
• Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity.
• Undergraduate degree or equivalent experience or equivalent combination of training and experience.
• Regulatory license and/or registration (e.g. FINRA, state, SFC); the 6 and 63 will be required.

Nice to have

• Three years experience in Financial Services and Relationship Management.
• Existing recordkeeping client relationships and connectivity in the assigned region.
• Investment competence.

Details

• Remote-based role; candidate must reside on the West Coast to be considered.
• Travel requirement: 25-50%.
• Visa sponsorship is not offered for this position.