High Net Worth Select Client Manager

Are you driven to lead and contribute to the Personal Investor engine for growth? Do you have a passion for sales coaching and developing sales talent?Are you passionate about leveraging an owner’s mindset to manage your book of business to grow our client base and work with partners to drive client experience excellence? 

Wealth Management is anchored to 3 strategic pillars: Crew Enablement, Client Centricity and Experience, and Enduring Value Creation

In this role you will:

Have the opportunity to collaborate with leaders across Wealth Management client experience journeys and key business partners (i.e., CDAO, PAS, SD, NWoW, Sales) to:

• Attract talent and build your team to drive business health and client centricity

• Partner with business leaders to establish goals and drive accountability for OKRs

• Support our strategy to become the most client-centric Retail Direct provider for UHNW clients analyzing key metrics to monitor and measure client experience, building a comprehensive client listening/outreach strategy for your book of business via combination of phone, video-conference and in-person meetings with clients, conduct closed loop feedback process to fuel C/X investments and local problem-solving.

• Experiment, Innovate and Develop action within your teams to continuously improve client loyalty through problem-solving and Continuous Improvement Plans in collaboration with team and business partners

Some key skills to be successful in the role include:

• Relationship management and sales expertise

• Investment acumen and general UHNW wealth management expertise

• Foster a high performing team with collaborative culture and strong engagement as front line leader of senior relationship managers

• Growth mindset, ability to challenge the status quo, and bias for action to drive improvements for clients and crew

• Collaboration, effective partnering, and strong influence across departments

• Leadership and subject matter influence of key business initiatives and change efforts

• Strong focus on compliance, risk, and oversight

What it Takes:

• Minimum of five years related work experience. Three years experience in Financial Services and Relationship Management preferred. Previous people leadership experience preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• This job requires FINRA series 7,66 & 24 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.