RelationshipManager

Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers! In this role, you’ll manage a book of business composed of self-directed ultra-high-net-worth clients, each holding between $5–25 million in Vanguard assets. You’ll be at the forefront of delivering exceptional experiences through education, guidance, and tailored solutions — empowering clients to make informed decisions and achieve their long-term goals. **Core Responsibilities** 1\. Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience. 2\. Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance — helping clients achieve their long-term goals. 3\. Engage in meaningful conversations on sophisticated topics such as partnering with advice, increasing share of wallet, private equity, trusts, margin, and charitable giving, expanding your expertise and client impact. 4\. Support strategic planning for your book of business and contribute to growth initiatives and client retention efforts. 5\. Foster strong relationships by connecting with clients through genuine curiosity, empathy, and a deep understanding of their financial aspirations. 6\. Deliver exceptional client service by proactively addressing inquiries, resolving issues efficiently, and ensuring a seamless experience across all touchpoints. 7\. Demonstrate credibility through deep technical knowledge of Vanguard’s products and services, proactively finding opportunities to strengthen client relationships. Comprehensive training will be provided to support your success in this area. ## Grow With Us We’re hiring for two levels of the Relationship Manager role — each offering a unique opportunity to manage a