Relationship Manager, Specialist
Core
Manages Vanguard's most complex recordkeeping and investment-only plan sponsor relationships by applying deep understanding of client history, strategic priorities, and evolving needs.
Role type
Senior Relationship Manager (Financial Services)
Builds
Long-term strategic partnerships and client loyalty for employer-sponsored retirement plans
Domain
Financial Services / Retirement Plan Administration
Deliverable
client delivery
Required skills
Strategic planning, complex issue resolution, cross-functional collaboration, senior executive relationship management, regulatory licensing (FINRA 6 & 63), recordkeeping expertise
Preferred skills
Existing recordkeeping client relationships, investment competence
Technologies
401(k), 403(b), rollover, participant engagement platforms
Responsibilities
Proactively assess client needs through strategic planning; recommend service and process enhancements; lead resolution of complex client issues; engage internal subject matter experts to design tailored solutions; articulate recommendations to senior client decision makers
Seniority
Senior, hands-on IC