Relationship Manager- Wealth Management
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Are you ready to take the next step in your financial services relationship management career Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers!
In this role youll manage a book of business composed of self-directed ultra-high-net-worth clients each holding between $525 million in Vanguard assets. Youll be at the forefront of delivering exceptional experiences through education guidance and tailored solutions empowering clients to make informed decisions and achieve their long-term goals.
Core Responsibilities
1. Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business delivering a personalized consistent and high-touch experience.
2. Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance helping clients achieve their long-term goals.
3. Engage in meaningful conversations on sophisticated topics such as partnering with advice increasing share of wallet private equity trusts margin and charitable giving expanding your expertise and client impact.
4. Support strategic planning for your book of business and contribute to growth initiatives and client retention efforts.
5. Foster strong relationships by connecting with clients through genuine curiosity empathy and a deep understanding of their financial aspirations.
6. Deliver exceptional client service by proactively addressing inquiries resolving issues efficiently and ensuring a seamless experience across all touchpoints.
7. Demonstrate credibility through deep technical knowledge of Vanguards products and services proactively finding opportunities to strengthen client relationships. Comprehensive training will be provided to support your success in this area.
Grow With Us
Were hiring for two levels of the Relationship Manager role each offering a unique opportunity to manage a book of ultra-high-net-worth clients and build deep expertise in wealth management topics. Whether youre looking to expand your impact or take the next step in your career youll be supported every step of the way with comprehensive training onboarding and a culture that invests in your success!
Qualifications
Were looking for relationship-driven financial services professionals who are excited to grow connect and make a meaningful impact. If you bring the following wed love to review your application:
- This job requires a regulatory license and/or registration (e.g. FINRA state SFC) the SIE Series 7 and 63/65 or 66 (or equivalent). Certain professional designations may be used in lieu of 65/66. These will be determined by Compliance based on role-specific duties.
- The SIE & Series 7 are required prior to starting with Vanguard. The Series 66 can be acquired upon starting.
- A strong foundation in managing a book of business within financial services ideally 3 years of experience.
- Experience building trusted relationships with high-net-worth or ultra-high-net-worth clients (2 years preferred).
- A consultative mentality and a passion for guiding clients through financial services solutions.
- Confidence in discussing topics like ETFs mutual funds legacy and estate planning charitable giving and other wealth management related conversations.
- A bachelors degree or equivalent experience that showcases your ability to learn and lead.
This role follows Vanguards hybrid working model in-office Tuesdays through Thursdays remote Mondays and Fridays designed to support flexibility and collaboration.
Note: Relocation assistance is available for candidates who qualify.
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 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.
Required Experience:
Manager
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Search the latest roles and opportunities at Vanguard. Apply today to join our industry-leading crew.
