Overview
This role is responsible for developing and executing the Registered Investment Adviser (RIA) channel strategy for client engagement and events. The ideal candidate is client-obsessed, entrepreneurial, and able to balance strategic planning with hands-on execution. They will build strong client relationships, manage complex initiatives, and create impactful experiences that drive growth and loyalty.
Key Qualifications & Experience
Deep commitment to delivering an exceptional client experience.
Proven experience in client relationship management and sales.
Ability to think strategically while executing tactical plans.
Strong organizational skills and ability to manage ambiguity and complexity.
Experience with event planning, marketing, and territory-level initiatives.
Understanding of the Registered Investment Adviser (RIA) industry and intermediary business models.
Skilled in stakeholder engagement and collaboration across senior leadership.
Self-starter with ownership mindset and ability to build new processes.
Entrepreneurial approach with ability to lead and innovate.
Responsibilities
Develop and implement the annual RIA Channel event and engagement strategy in partnership with leadership.
Manage co-marketing budgets and prioritize high-impact opportunities.
Build strong client relationships and identify opportunities for mutually beneficial partnerships.
Plan and oversee territory events, conferences, and loyalty initiatives.
Drive executive-level connectivity between the firm and top clients.
Maintain timelines, best practices, and reporting for all events and initiatives.
Lead business problem diagnosis, research, and analysis; synthesize insights into actionable recommendations.
Prepare and deliver presentations, reports, and thought leadership materials.
Monitor industry trends and advise leadership on competitive insights.
Participate in special projects and other duties as assigned.
Self-starter with strong ownership and accountability.
Collaborative and skilled in stakeholder management.
Highly organized with ability to manage complexity.
Strategic thinker who sees the big picture while executing details.
Education & Experience
Minimum 8 years of relevant experience in sales, client strategy, or event management.
Bachelor’s degree required; advanced degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
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.
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What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
