National Platform Relationship Manager
National Platform Relationship Manager
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Job Description
About Vanguard
More than 45 years ago John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently it was as bold as it was brilliant. To this day Vanguard Group still has no external shareholders. That means no share prices to protect and no profits to generate for outside owners.
Today Vanguard is one of the worlds largest investment management companies serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors financial advisers and superannuation
Our Team and Opportunity
The Key Account Team within Financial Adviser Services is responsible for managing relationships and driving sales efforts across our most important gatekeepers. This includes platforms licensees research houses asset consultants and institutional midmarket clients.
The National Key Account Platform Manager role will sit within the Key Account Team and will be responsible for managing and deepening relationships with thirdparty platforms through which advisers access Vanguard solutions.
Core Responsibilities
- Act as the primary BAU relationship manager for all thirdparty platforms
- Serve as the first point of contact for all internal platformrelated and midmarket queries
- Manage contractual agreements including platform master agreements pricing arrangements and rebate structures
- Oversee and take ownership for fund ETF and managed account additions and withdrawals across platform
- Ensure compliance with DDO (Design and Distribution Obligations) and other relevant regulatory requirements
- Collaborate with IT and data teams to ensure the accuracy and timeliness of platform reporting
- Compile and share key platform insights and emerging trends across Vanguard
- Supporting initiatives driven by our institutional research asset consulting and licensee business segments
What We Are Looking For
- Strong experience working with or for investment platforms
- Deep understanding of the legal and regulatory obligations of a fund manager in a platform environment
- Excellent attention to detail and proven project management skills to support the development of this role and segment for continued growth
- Ability to translate business requirements into legal regulatory and technical (IT) contexts
- Strong stakeholder management skills with the ability to influence and collaborate effectively both internally and externally
Inclusion Statement
Vanguards continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients crew (internally employees are referred to as crew) and communities is guided by one simple statement: Do the right thing.
We believe that a critical aspect of doing the right thing requires building diverse inclusive and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguards core purpose through our values.
When all crew members feel valued and included our ability to collaborate and innovate is amplified and we are united in delivering on Vanguards core purpose.
Our core purpose: To take a stand for all investors to treat them fairly and to give them the best chance for investment success.
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
