Ideal Candidate:
We’ve built a strong and collaborative team deeply committed to our mission and purpose. An ideal candidate brings a strong track record of building inclusive and high performing teams to produce strong outcomes, navigate ambiguity, innovatively solve complex problems, and develop Practice Management skills (relationship management, book management, and sales). Ideal candidates will leverage these critical competencies and collaborate across Vanguard departments and business units to make our team even stronger.
Core Responsibilities
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions. Supports strategy planning for a book of business. Models growth opportunities, contributes to business planning activities, and supports client account retention.
Provides guidance and support to Relationship Managers. Assists in the recovery and strengthening of at-risk relationships by coaching Relationship Managers to demonstrate empathy and deeply understanding client needs.
Develops, implements, and monitors goals and action plans. Reviews team performance and identifies trends, suggests improvements, and provides analysis/feedback to Relationship Managers.
Resolves complex client issues related to products or processes by taking ownership and delivering consistently with excellence. Influences changes among the team to improve end-to-end processes and meet client needs.
Participates in solution development with internal colleagues and cross-functional teams. Supports Relationship Managers in identifying and implementing solutions.
Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen client relationships.
Participates in special projects and performs other duties as assigned.
Qualifications
Minimum of five years related work experience required. Three years of experience in Financial Services industry required. Relationship Management and/or Sales experience preferred.
Previous leadership experience (management of a team of direct reports), within a financial services environment, required.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
This job requires FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines.
This role requires one to work a hybrid schedule coming onsite to Malvern, PA every Tuesday, Wednesday and Thursday.
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.
Skills Required
- Minimum of five years related work experience
- Three years of experience in Financial Services
- Relationship management experience
- Sales experience
- Previous sales leadership experience
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree
- FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines
- Hybrid schedule: onsite in Malvern, PA every Tuesday, Wednesday and Thursday
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
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.
