Relationship Manager – Specialist

🔥 25 minutes ago

🇺🇸 United States – Remote

💵 $85k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Vanguard

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1975

💸 Finance

🤝 B2B

👥 B2C

💰 $2.5M Secondary Market on 2021-12

Finance • B2B • B2C

Vanguard is a global investment management company known for putting investors at the center of its mission. It offers a wide range of investment products including mutual funds and exchange-traded funds. Vanguard's commitment to its clients is reflected in its culture of teamwork, inclusivity, and long-term results, as well as its focus on fairness and giving investors the best chance for investment success. Vanguard operates with a strong emphasis on embracing diverse perspectives and experiences.

📋 Description

• Manage Vanguard’s most complex recordkeeping and investment-only plan sponsor relationships • Identify opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through consultative guidance • Assess client needs through strategic planning and high-value consultations • Recommend service, operational, and process enhancements with internal stakeholders • Articulate recommendations to senior client decision makers • Lead resolution of complex client issues involving products, services, and processes • Develop and implement forward-looking solutions • Engage subject matter experts and facilitate cross-functional collaboration • Maintain expert-level knowledge of Vanguard funds, products, services, and competitive positioning • Provide long-term strategic investment guidance • Contribute to enterprise initiatives and special projects • Perform additional responsibilities as assigned

🎯 Requirements

• 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 • Regulatory license and/or registration required; in particular, Series 6 and 63 are required • Must reside on the West Coast • Vanguard is not offering visa sponsorship for this position

🏖️ Benefits

• Remote-based work model • Remote interviewing, hiring, and onboarding • Work-from-home model • Travel requirement: 25-50%