Relationship Manager Ultra High Net Worth

Core Responsibilities 1. Broadens relationships with existing Ultra High Net Worth clients. Supports strategy planning for a book of business. Tracks growth opportunities, contributes to business planning activities, and supports client account retention. 2. Manages a book of over 300 UHNW client groups with qualifying household assets between $5 and $25 million. 3. Evaluates client needs using Professional Selling Skills model through client consultations. Discovers additional asset consolidation opportunities and positions appropriate solutions to fit client needs. 4. Uses strong relationship management skills and knowledge of client needs to help clients develop financial goals through phone and in-person interactions. 5. Resolves client inquiries related to products or services. Solutions may not be readily available and may require additional research or problem solving. 6. Facilitates the creation of solutions across internal teams to address client inquiries and improve the client's overall experience with Vanguard's services. 7. Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship. 8. Participates in special projects and performs other duties as assigned. Qualifications Minimum of three years related work experience. Two years experience in Relationship Management preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Please note: This job requires a regulatory license and/or registration. An active Series 7 is required to be considered for this role. A Series 66 license will also be required for this role. Crew members do not have to currently hold this license in order to be considered, but must have the ability to obtain it within department guidelines if selected. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA. Please reference the following article with regard to the licensing requirements of this position. Special Factor Vanguard is not offering visa sponsorship for this position. About Vanguard We are Vanguard. Together, we’re changing the way the world invests. For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you. We want to make success accessible to everyone. This is our opportunity. Let’s make it count. Inclusion Statement Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.” We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose. Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. 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Salary : $5 - $25