Vanguard
Financial Services
RelationshipExecutive,SeniorSpecialistWestRegion
“Relationship Executive, Senior Specialist-West Region at Vanguard. Skills: Client relationship management, Recordkeeping services, Investment services. Manage complex recordkeeping relationships. Manage complex investment-only relationships”
What You'll Achieve.
Strengthen loyalty; Exceed client expectations; Drive informed outcomes; Deliver integrated outcomes; Drive sustained partnership; Support departmental objectives; Support organizational objectives
Industry & Context.
Issue resolution; Creative solutions
25-50% travel
What They're Looking For.
Must Have
Ten years financial services experience, Five years institutional relationship management/sales experience, Recordkeeping (retirement plan administration) savvy, Ability to develop senior/executive level relationships, Ability to navigate sophisticated organizations, Ability to manage ambiguity, Undergraduate degree or equivalent experience, Regulatory license and/or registration
Nice to Have
Existing recordkeeping client relationships, Connectivity in the assigned region, Investment competence, Graduate degree
What You'll Do.
Manage complex recordkeeping relationships
Manage complex investment-only relationships
Recommend service enhancements
Recommend operational enhancements
Recommend process enhancements
Lead resolution of complex client issues
Develop creative solutions
Implement forward-looking solutions
Engage internal subject matter experts
Design tailored service solutions
Facilitate cross-functional collaboration
Deliver client-centric outcomes
Maintain expert-level knowledge of Vanguard funds
Maintain expert-level knowledge of Vanguard products
Maintain expert-level knowledge of Vanguard services
Provide long-term strategic guidance
Contribute to enterprise initiatives
Participate in special projects
How You'll Work.
Team & Collaboration
Cross-functional collaboration; Internal stakeholders
Communication Scope
Consultative guidance; Client decision makers
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