Relationship Executive, Senior Specialist at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Minimum of ten years related work experience
Five years experience in Financial Services and Relationship Management strongly preferred
Undergraduate degree or equivalent combination of training and experience
Graduate degree preferred
Regulatory license and/or registration (e.g. FINRA, state, SFC) required, as determined by Compliance based on role-specific duties

Responsibilities

Serves as the primary point of contact for the most complex client relationships for Vanguard's largest recordkeeping and investment only clients
Provides consultation on service enhancements
Maintains long-term relationships with clients critical to Vanguard's success through mutual trust and loyalty
Manages Vanguard's most complex client recordkeeping and investment only plan sponsor relationships through a deep understanding of client history and needs
Identifies opportunities to enhance client experiences and opportunities
Identifies opportunities and strategies related to recordkeeping and client services
Deepens the client relationship and loyalty to Vanguard through strategic and best-in-class consultative guidance
Proactively assesses client needs through strategic planning and consultations
Recommends service and operational enhancements, and partners internally to maintain recordkeeping
Presents recommendations to key client decision makers
Resolves complex client issues related to products, services, or processes
Drives the development and implementation of creative solutions that meet or exceed client needs and expectations
Engages key subject matter experts and leverages internal network to develop creative service solutions for clients, requiring cross-functional collaboration and cross-team ownership
Maintains expert-level knowledge of Vanguard funds, products, and services compared to competitors
Leverages deep investment acumen to provide long-term guidance to clients and strategically position Vanguard as the brand of choice for continued client loyalty
Participates in special projects and performs other duties as assigned

Skills

Relationship Management

Financial Services

Client Consultation

Recordkeeping

Investment Products

Strategic Planning

Cross-Functional Collaboration

Issue Resolution

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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