Qualifications

• Minimum of eight years of relevant experience.
• Five years of experience specifically in Financial Services and Relationship Management is strongly preferred.
• An undergraduate degree or a suitable combination of training and experience is necessary; a graduate degree is preferred.
• Requires a regulatory license and/or registration (such as FINRA or state licenses), validated by Compliance based on specific job duties.

Responsibilities

• Manage complex client relationships and support strategic planning for a business portfolio.
• Assess client needs proactively and recommend enhancements to services and operations.
• Resolve intricate client issues related to products, services, or processes and implement effective solutions.
• Utilize experience and internal connections to create innovative solutions requiring teamwork across functions.
• Employ advanced knowledge of Vanguard's offerings to strategically position products and boost client loyalty.
• Engage in special projects and undertake additional assigned duties.

Benefits

• Comprehensive healthcare options, including medical, dental, and vision coverage.
• Employee retirement plan with company match.
• Generous paid time off and holiday schedule.
• Opportunities for professional development and continuing education support.
• Access to wellness programs and employee assistance resources.