Overview
This role is responsible for the West territory27s book of business that consists of $1 billion+ plan sponsor client relationships where Vanguard has a recordkeeping and/or investment relationship.
Summary
As the Relationship Executive, Senior Specialist you will serve as the strategic lead and primary point of contact for Vanguard27s most complex and highadvalue recordkeeping and investmentadonly client relationships. In this role, you will provide expert consultation on service enhancements, guide clients through critical operational and strategic decisions, and ensure consistently exceptional experience. You will be responsible for cultivating longadterm partnerships built on trust, proactive engagement, and deep industry expertise, relationships that are essential to Vanguard27s continued growth and client loyalty.
What it takes
- Manages Vanguard27s most complex recordkeeping and investmentadonly plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs. Identifies opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through proactive, bestadinadclass consultative guidance.
- Proactively assesses client needs through ongoing strategic planning and highadvalue consultations. Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution. Clearly articulates recommendations to senior client decision makers to drive informed outcomes.
- Leads the resolution of complex client issues related to products, services, and processes. Develops and implements creative, forwardadlooking solutions that meet or exceed client expectations and reinforce Vanguard27s reputation for excellence.
- Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients. Facilitates crossadfunctional collaboration and shared ownership to deliver integrated, clientadcentric outcomes.
- Maintains expertadlevel knowledge of Vanguard funds, products, services, and competitive positioning. Applies deep investment expertise to provide longadterm strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty.
- Contributes to enterprise initiatives, participates in special projects, and performs additional responsibilities as assigned to support departmental and organizational objectives.
Qualifications
- Ten years financial services experience with at least five years of institutional relationship management/sales experience.
- Recordkeeping (retirement plan administration) savvy is required.
- Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity.
- Undergraduate degree or equivalent experience or equivalent combination of training and experience.
- This job requires a regulatory license and/or registration (e.g., FINRA, state, SFC). Will be determined by Compliance based on role-specific duties.
- Travel requirement: 25-50%
Special Factors
- Existing recordkeeping client relationships and connectivity in the assigned region is a plus.
- Investment competence is a plus.
- Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
