What it takes • Manages Vanguard's most complex recordkeeping and investment - only 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, best - in - class consultative guidance.
• Proactively assesses client needs through ongoing strategic planning and high - value 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, forward - looking solutions that meet or exceed client expectations and reinforce Vanguard ' s reputation for excellence.
• Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients. Facilitates cross - functional collaboration and shared ownership to deliver integrated, client - centric outcomes.
• Maintains expert - level knowledge of Vanguard funds, products, services, and competitive positioning. Applies deep investment expertise to provide long - term 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 - Minimum of five years related work experience. Three years experience in Financial Services and Relationship Management preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). In particular the 6 & 63 will be required.
- 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.
- Ability to work a hybrid schedule in which one is required to work onsite every Tuesday, Wednesday and Thursday in our Scottsdale, AZ location
- Travel requirement: 25-50%
Special Factors • Existing recordkeeping client relationships and connectivity in the assigned region is a plus.
• Investment competence is a plus.
Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.
