Relationship Executive, Workplace Solutions

Vanguard

Relationship Executive serving as strategic lead for complex institutional client relationships at Vanguard. Providing expert consultation and managing long-term partnerships in financial services.

Posted 7/2/2026full-timeMalvern • Arizona, North Carolina, Pennsylvania, Texas • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in institutional relationship management and strategic consultation, ensuring exceptional client experiences and long-term partnerships. Possesses in-depth knowledge of financial services, particularly in retirement plan administration and Vanguard funds.

Highest-signal resume keywords

Financial Services ExperienceInstitutional Relationship ManagementRecordkeeping SavvyRegulatory LicenseClient Consultation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Strategic PlanningService EnhancementsClient Needs AssessmentComplex Issue ResolutionVanguard Funds Knowledge

Soft Skills

Client Relationship BuildingTrust CultivationExecutive Level Communication

Certifications & Qualifications

FINRA LicenseState RegistrationSFC Registration

Industry Keywords

Retirement Plan AdministrationFinancial ServicesInstitutional SalesClient ExperiencePartnership Development

About the role

Key responsibilities & impact

Serve as the strategic lead and primary point of contact for complex client relationships
Provide expert consultation on service enhancements
Guide clients through strategic decisions
Ensure exceptional client experience
Cultivate long-term partnerships built on trust
Assess client needs through strategic planning and consultations
Recommend service enhancements and lead resolution of complex client issues
Maintain expert-level knowledge of Vanguard funds and services

Requirements

What you’ll need

Ten years financial services experience
At least five years of institutional relationship management/sales experience
Recordkeeping (retirement plan administration) savvy required
Ability to develop senior/executive level relationships
Undergraduate degree or equivalent experience
This job requires a regulatory license and/or registration (e.g., FINRA, state, SFC)

Benefits

Comp & perks

Hybrid working model for flexibility and collaboration
Competency and skills development opportunities