Senior Relationship Manager – Direct Indexing

Vanguard

Relationship Manager specializing in direct indexing at Vanguard. Managing client relationships, strategic planning, and driving business growth.

Posted 7/6/2026full-timeMalvern • District of Columbia, Massachusetts, Pennsylvania • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and strategic planning within the financial services sector, leveraging advanced knowledge of Vanguard products to enhance client loyalty and drive retention. Proficient in resolving complex client issues and collaborating cross-functionally to deliver tailored solutions.

Highest-signal resume keywords

Client Relationship ManagementStrategic PlanningFinancial Services ExperienceRegulatory LicenseCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Consultative GuidanceProblem SolvingCommunication

Certifications & Qualifications

FINRA LicenseState LicenseSFC Registration

Industry Keywords

Vanguard FundsClient RetentionBusiness PlanningOperational EnhancementsGrowth Opportunities

About the role

Key responsibilities & impact

Manages complex relationships with existing clients
Supports strategy planning for a book of business
Tracks growth opportunities, contributes to business planning activities, and drives client retention and loyalty through strategic and consultative guidance
Proactively assesses client needs through strategic planning and consultations
Recommends service and operational enhancements
Presents recommendations to key client decision makers
Resolves complex client issues related to products, services, or processes
Drives the development and implementation of potential solutions to meet client needs
Leverages experience and internal network to determine creative solutions for clients, often requiring cross-functional collaboration and cross-team ownership
Uses advanced knowledge of Vanguard funds, products, and services compared to our competitors
Strategically positions Vanguard's products and services and enhances client loyalty
Participates in special projects and performs other duties as assigned

Requirements

What you’ll need

Minimum of eight years related work experience
Five years experience in Financial Services and Relationship Management strongly preferred
Undergraduate degree or equivalent combination of training and experience
Graduate degree preferred
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible working arrangements
Professional development opportunities