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
Minimum of five years related work experience. Three years experience in Financial Services and Relationship Management preferred.
Demonstrated expertise in employer-sponsored retirement plans, including 401(k), 403(b), rollover, participant engagement, retirement readiness, or related workplace solutions.
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). In particular the 6 & 63 will be required.
This is a remote based role however one must reside on the West Coast to be considered
Travel requirement: 25-50%
Special Factors
· Existing recordkeeping client relationships and connectivity in the assigned region is a plus.
· Investment competence is a plus.
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.
Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
Salary Range:
$85,000.00 - $150,000.00Skills Required
- Minimum five years of related work experience
- Three years of financial services and relationship management experience
- Expertise in employer-sponsored retirement plans, including 401(k), 403(b), rollovers, participant engagement, retirement readiness, or related workplace solutions
- Retirement plan recordkeeping administration experience
- Ability to develop senior and executive-level relationships, navigate sophisticated organizations, and manage ambiguity
- Undergraduate degree or equivalent combination of training and experience
- FINRA Series 6 and Series 63 licenses or registrations
- Residence on the West Coast
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.
