Relationship Manager- Wealth Management
Relationship Manager- Wealth Management
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Job Description
As the dedicated point of contact to our Wealth Management clients who hold between $525M in Vanguard assets you will directly influence the client experience by delivering the Wealth Management mission to: Be a trusted partner to our ultraclients and their families giving them the best longterm outcomes so they can leave a legacy that fulfills their purpose in the world.
As a trusted partner you will be expected to deliver a reliable experience by taking ownership and delivering consistently with excellence build credibility by anticipating needs and demonstrating your expertise to align solutions connect with your clients by demonstrating empathy and deeply understanding their needs while having a clientfirst orientation to work in the longterm best interest of our current and future clients.
Within Wealth Management we are focused on serving clients with excellence and expanding client relationships with Vanguard through sales to ensure we are providing all that Vanguard has to offer to give them the best chance for investment success. Through this role you will join a team focused on delivering Vanguards mission to give clients the best chance for investment success through a differentiated clientcentric offer a delightful omnichannel client experience and a focused digitally enabled service model.
Responsibilities:
- Deepen loyalty with existing selfdirected clients by anticipating needs and demonstrating expertise to align solutions through education and guidance. Support strategy planning for a book of business. Model growth opportunities contribute to business planning activities and support client account retention.
- Bring an attitude of genuine curiosity to personally connect with clients in order to evaluate their needs through consultations. Use strong relationship management skills and knowledge of client needs to help clients develop financial goals through phone and in person interactions demonstrating empathy and deeply understanding client needs.
- Reliably resolve client inquiries related to products services and client sentiment by taking ownership and delivering consistently with excellence. Solutions may not be readily available and may require additional research or problem solving.
- Exemplify credibility through deep technical knowledge of Vanguard funds products and services to proactively identify opportunities to strengthen the client relationship.
- Consistently delight clients with the creation of solutions across internal teams to address inquiries and improve the clients overall experience with Vanguards offer. Participate in special projects and perform other duties as assigned.
Qualifications:
- Minimum of three years related work experience managing a book of business. Two years experience in Relationship Management and owning a book of business of selfdirected HNW/UHNW clients preferred
- Experience utilizing service to sales consultative sales or experience positioning financial services.
- At Vanguard our clients are at the center of everything we do because of this this role requires you to have a high level of client focus.
- Ability to conduct conversations with clients surrounding topics such as: ETFs Mutual Funds legacy planning estate planning trusts charitable giving and other wealth management topics highly preferred
- Undergraduate degree or equivalent combination of training and experience.
- This role follows a hybrid working model where we are in the office Tuesdays Wednesdays and Thursdays & work remotely on Mondays and Fridays.
What youll need:
- This job requires a regulatory license and/or registration (e.g. FINRA state SFC) the SIE Series 7 and 63/65 or 66. Certain professional designations may be used in lieu of 65/66. These will be determined by Compliance based on rolespecific duties.
- The SIE & Series 7 are required prior to starting with Vanguard. The Series 66 can be acquired upon starting.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere on a mission.
To work for the longterm financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.
Required Experience:
Manager
Employment Type
Full-Time
