Client Relationship Jobs in Malvern, PA

To identify develop or expand UHNW relationships ($5 million or more) for Vanguard primarily capitalizing on opportunities resulting from client and prospective client calls or referrals into the BDG department.Duties and ResponsibilitiesProactively identify and pursue new business opportunities wit...

Details:As an Investment Services Team Leader youll guide and coach client-facing crew to deliver service excellence. With a sharp focus on reducing tail experiences and elevating service quality through empathy and ownership youll foster a culture of accountability continuous improvement and client...

About the Enterprise Client Group (ECG):The Enterprise Client Group (ECG) is Vanguards dedicated team of Relationship Executives and Strategists focused on serving our largest and most strategically important clientsplan sponsors intermediaries wealth managers and service providers. ECG operates at...

About the Enterprise Client Group (ECG):The Enterprise Client Group (ECG) is Vanguards dedicated team of Relationship Executives and Strategists focused on serving our largest and most strategically important clientsplan sponsors intermediaries wealth managers and service providers. ECG operates at...

OverviewThis 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 clien...