Client Excellence, Senior Specialist

Overview
This role is responsible for developing and executing the Registered Investment Adviser (RIA) channel strategy for client engagement and events. The ideal candidate is client-obsessed entrepreneurial and able to balance strategic planning with hands-on execution. They will build strong client relationships manage complex initiatives and create impactful experiences that drive growth and loyalty.

Key Qualifications & Experience

• Deep commitment to delivering an exceptional client experience.

• Proven experience in client relationship management and sales.

• Ability to think strategically while executing tactical plans.

• Strong organizational skills and ability to manage ambiguity and complexity.

• Experience with event planning marketing and territory-level initiatives.

• Understanding of the Registered Investment Adviser (RIA) industry and intermediary business models.

• Skilled in stakeholder engagement and collaboration across senior leadership.

• Self-starter with ownership mindset and ability to build new processes.

• Entrepreneurial approach with ability to lead and innovate.

Responsibilities

• Develop and implement the annual RIA Channel event and engagement strategy in partnership with leadership.

• Manage co-marketing budgets and prioritize high-impact opportunities.

• Build strong client relationships and identify opportunities for mutually beneficial partnerships.

• Plan and oversee territory events conferences and loyalty initiatives.

• Drive executive-level connectivity between the firm and top clients.

• Maintain timelines best practices and reporting for all events and initiatives.

• Lead business problem diagnosis research and analysis; synthesize insights into actionable recommendations.

• Prepare and deliver presentations reports and thought leadership materials.

• Monitor industry trends and advise leadership on competitive insights.

• Participate in special projects and other duties as assigned.

• Self-starter with strong ownership and accountability.

• Collaborative and skilled in stakeholder management.

• Highly organized with ability to manage complexity.

• Strategic thinker who sees the big picture while executing details.

Education & Experience

• Minimum 8 years of relevant experience in sales client strategy or event management.

• Bachelors degree required; advanced degree preferred.

Special Factors

Sponsorship

About Vanguard

At Vanguard we dont just have a missionwere on a mission.

To work for the long-term 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 in-person learning collaboration and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.