Overview
At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $12 trillion of their hard-earned savings to us.
Within the Vanguard Workplace Solutions (our Institutional Division), we manage $2.6 trillion in assets, providing institutional clients, plan sponsors, and participants with recordkeeping, investment, and advice services, in defined contribution plans such as 401(k)s. We operate as a team to deliver the best that Vanguard has to offer across recordkeeping, investments, advice, and products—to all clients, across all channels.
This role is responsible for the managing the assigned territory’s book of business that consists of $1 billion+ plan sponsor client relationships where Vanguard has a recordkeeping and/or investment relationship.
Summary
As the Relationship Executive, Senior Specialist for the West Region, you will serve as the strategic lead and primary point of contact for Vanguard’s most complex and high‑value recordkeeping and investment‑only client relationships. In this role, you will provide expert consultation on service enhancements, guide clients through critical operational and strategic decisions, and ensure a consistently exceptional experience. You will be responsible for cultivating long‑term partnerships built on trust, proactive engagement, and deep industry expertise, relationships that are essential to Vanguard’s continued growth and client loyalty.
Note: Will consider remote work locations for our four regional territories in the United States.
What it takes
- Manages Vanguard’s most complex recordkeeping and investment‑only plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs. Identifies opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through proactive, best‑in‑class consultative guidance.
- Proactively assesses client needs through ongoing strategic planning and high‑value consultations. Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution. Clearly articulates recommendations to senior client decision makers to drive informed outcomes.
- Leads the resolution of complex client issues related to products, services, and processes. Develops and implements creative, forward‑looking solutions that meet or exceed client expectations and reinforce Vanguard’s reputation for excellence.
- Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients. Facilitates cross‑functional collaboration and shared ownership to deliver integrated, client‑centric outcomes.
- Maintains expert‑level knowledge of Vanguard funds, products, services, and competitive positioning. Applies deep investment expertise to provide long‑term strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty.
- Contributes to enterprise initiatives, participates in special projects, and performs additional responsibilities as assigned to support departmental and organizational objectives.
Qualifications
- Ten years financial services experience with at least five years of institutional relationship management/sales experience.
- Recordkeeping (retirement plan administration) savvy is required.
- Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity.
- Undergraduate degree or equivalent experience or equivalent combination of training and experience.
- This job requires a regulatory license and/or registration (e.g., FINRA, state, SFC). Will be determined by Compliance based on role-specific duties.
- Travel requirement: 25-50%
Special Factors
- Existing recordkeeping client relationships and connectivity in the assigned region is a plus.
- Investment competence is a plus.
- Graduate 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.
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.
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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.
