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Vanguard

Relationship Manager

Vanguard

Relationship Manager serving full-service clients under $200M at Vanguard. Building deep client relationships and improving client loyalty through innovative strategies.

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

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Client Services and Relationship Management, with a strong focus on process improvement and collaborative problem-solving. Holds a regulatory license and possesses in-depth knowledge of Vanguard Workplace Solutions and recordkeeping processes.

Highest-signal resume keywords
Client Services ExperienceRelationship ManagementVanguard Workplace SolutionsRegulatory LicenseProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Client ServicesProcess ImprovementIssue ResolutionVanguard Recordkeeping
Soft Skills
CollaborationCommunication
Certifications & Qualifications
FINRA LicenseState RegistrationSFC Registration

About the role

Key responsibilities & impact
  • Consults with clients to evaluate needs.
  • Research resolutions for client issues and supports strategies for process improvement.
  • Builds internal relationships to collaboratively resolve client issues.
  • Facilitates the creation of solutions across internal teams to address client inquiries.

Requirements

What you’ll need
  • Minimum of five years related work experience.
  • Five years experience in Client Services, Relationship Management and/or Vanguard Workplace Solutions preferred.
  • Undergraduate degree or equivalent combination of training and experience.
  • Regulatory license and/or registration (e.g. FINRA, state, SFC) is required.
  • Experience with the Vanguard recordkeeping offer and process required.
  • Client travel is required.

Benefits

Comp & perks
  • Health insurance
  • Professional development opportunities
  • Hybrid working model