Senior VPI Relationship Manager
Senior VPI Relationship Manager
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$ 120000 - 210000
1 Vacancy
Job Description
About Vanguard Personalized Indexing (VPI)
Vanguard is helping more financial advisors use the precision of Vanguard Personalized Indexing (VPI) our proprietary direct indexing SMA solution to deliver on their clients increasingly sophisticated investing goals. Our simple technologydriven and innovative indexing tools provide unprecedented customization and transparent tax optimization for their endinvestors.
As a key contributor to the strategy and growth of Vanguard Personalized Indexing (VPI) this VPI expert will:
- Partner with Vanguards Advisor and VPI Sales teams to drive adoption of VPI by new clients.
- Deepen relationships with Vanguard Personalized Indexing clients (financial advisors) through education and support with direct indexing use cases strategy development and ongoing portfolio needs.
- Leverage industry experience and competitive knowledge to drive ongoing growth of the VPI product and organization liaising with Sales Client Service Marketing and Product teams.
In this role you will:
- Serve as the advisor to the advisor through an expert knowledge of Vanguard Personalized Indexing methodology and an exceptional ability to articulate the value of Direct Indexing/Personalized Indexing to clients.
- In close partnership with Sales comanage and deepen relationship with VPI clients through Personalized Indexing portfolio analysis and construction ongoing expansion of advisor use cases and adoption and solutions for intricate endinvestor needs.
- Exhibit deep financial acumen; be an expert on direct indexing/personalized indexing and factor strategies.
- Consult on the design of custom Vanguard Personalized Indexing strategies and portfolios.
- Work closely with other client facing teams (e.g. Sales Client Service ESG analysts) and Portfolio Management to deliver an exceptional experience to clients throughout their Personalized Indexing journey with Vanguard.
- Provide guidance support and coaching to other Vanguard Personalized Indexing crew interacting with large or complex clients. Assist in the strengthening of atrisk relationships.
- Resolve complex client issues related to products services or processes. Drive improvements to meet evolving client needs and expectations.
- Leverage industry experience to determine crossfunctional solutions to complex client needs.
- Participate in special projects and perform other duties as assigned.
Qualifications
- Minimum of seven years related work experience. Five years in Direct indexing / Personalized Indexing SMA and Sales/Relationship Management strongly preferred.
- Advanced knowledge of direct indexing/personalized indexing competitive landscape.
- Knowledge of portfolio optimization performance attribution analytics a plus
- Undergraduate degree or equivalent combination of training and experience. Graduate degree and/or advanced investment designation (CFA) preferred.
- This job requires a regulatory license and/or registration (e.g. FINRA state SFC). These will be determined by Compliance based on rolespecific duties.
- FINRA Series 65 or 66 or ability to acquire within department guidelines is required.
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.
Future of Work
During the pandemic we transitioned to a work from home model for the majority of our crew and we continue to interview hire and onboard future crew remotely.
As we have developed the path forward we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that inperson interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example field sales crew); or in the Work from Office model (for example portfolio managers).
The working model that your role falls into will be communicated to you in the interview process please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
Salary Range:
$120000.00 $210000.00Required Experience:
Exec
Employment Type
Full-Time
