Vanguard
Manager, High Net Worth Relationship Managers
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Manager, High Net Worth Relationship Managers
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Vanguard Manager, High Net Worth Relationship Managers
1 day ago Be among the first 25 applicants Join to apply for the
Manager, High Net Worth Relationship Managers
role at
Vanguard Get AI-powered advice on this job and more exclusive features. About Advice & Wealth Management
Vanguard is the only company built for investors, fueled by a distinct core purpose: About Advice & Wealth Management
Vanguard is the only company built for investors, fueled by a distinct core purpose:
To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Advice & Wealth Management (AWM) is Vanguard’s newest division, being created to support our retail direct investors who are self-directed with over $5M in Vanguard assets or enrolled in Personal Advisor Services. Our crew work hand in hand with clients through every step of their financial journey to give them the best chance at investment success and achieving their life’s goals.
Wealth Management has a unique mission:
To be a trusted partner to our ultra-high net worth clients and their families, going one step beyond giving them the best chance at investment success to help them leave a legacy that fulfills their purpose in the world.
It’s an exciting time to join a brand-new division, working with some of Vanguard’s most loyal clients and being a part of making a difference for future generations.
Job Summary: Wealth Management Client Manager
The Wealth Management Select Client Manager (CM) is a critical role leading our front-line Relationship Managers who serve some of Vanguard’s largest and most complex clients with $5-25M AUM. They are responsible for delivering a quality client experience, increasing client loyalty and retention, and driving growth. We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join the Wealth Management team in Arizona.
Client Managers directly influence the Wealth Management mission. As a member of our Select leadership team, you will play a critical role in making this vision a reality by coaching your crew to achieve Trusted Partner status, delivering with Reliability, Credibility, and Connection, supported by a Client First Orientation.
You will lead a team of approximately 10 Relationship Managers serving 3,400 families with $20 billion in AUM. Your primary responsibility will be coaching and developing a team of Relationship Managers to delight clients, deepen loyalty, and create value for our Wealth Management Clients by uncovering unmet needs and aligning suitable solutions. As a result, you will help deepen and expand our client relationships and retain families through generations.
Job Description: Wealth Management Client Manager
Ideal Candidate:
An ideal candidate brings a strong track record of building inclusive and high performing teams to produce strong outcomes, navigate ambiguity, innovatively solve complex problems, and develop Practice Management skills (relationship management, book management, and sales). We’ve built a strong collaborative team deeply committed to our mission and purpose. Ideal candidates will leverage these critical competencies and collaborate across Vanguard departments and business units to make our team even stronger.
Core Responsibilities
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions. Supports strategy planning for a book of business. Model growth opportunities, contribute to business planning activities, and support client account retention. Provides guidance and support to Wealth Management Select Relationship Managers. Assists in the recovery and strengthening of at-risk relationships coaching Relationship Managers to demonstrate empathy and deeply understanding client needs. Develops, implements, and monitors goals and action plans. Reviews team performance and identifies trends, suggests improvements, and provides analysis/feedback to Relationship Manager. Resolves complex client issues related to products or processes by taking ownership and delivering consistently with excellence. Influences changes among the team to improve end-to-end processes and meet client needs. Participates in solution development with internal colleagues and cross-functional teams. Supports Relationship Managers in identifying potential options for solutions. Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship. Participates in special projects and performs other duties as assigned.
Qualifications
Minimum of five years related work experience. Three years of experience in Financial Services. Relationship Management and Sales experience preferred. Previous sales leadership experience preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. This job requires FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines.
Other Details
This role will be located in Arizona and will be open to external candidates as well.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Vanguard by 2x Sign in to set job alerts for “Relationship Manager” roles.
Phoenix, AZ $70,000.00-$85,000.00 2 days ago Phoenix, AZ $129,000.00-$206,000.00 2 days ago Relationship Manager I - Business Banking
Phoenix, AZ $230,000.00-$280,000.00 3 weeks ago Relationship Manager I - Business Banking
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Tempe, AZ $85,000.00-$155,000.00 1 week ago Relationship Manager IV - Corporate Banking
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Tempe, AZ $72,000.00-$154,000.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Join to apply for the
Manager, High Net Worth Relationship Managers
role at
Vanguard Manager, High Net Worth Relationship Managers
1 day ago Be among the first 25 applicants Join to apply for the
Manager, High Net Worth Relationship Managers
role at
Vanguard Get AI-powered advice on this job and more exclusive features. About Advice & Wealth Management
Vanguard is the only company built for investors, fueled by a distinct core purpose: About Advice & Wealth Management
Vanguard is the only company built for investors, fueled by a distinct core purpose:
To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Advice & Wealth Management (AWM) is Vanguard’s newest division, being created to support our retail direct investors who are self-directed with over $5M in Vanguard assets or enrolled in Personal Advisor Services. Our crew work hand in hand with clients through every step of their financial journey to give them the best chance at investment success and achieving their life’s goals.
Wealth Management has a unique mission:
To be a trusted partner to our ultra-high net worth clients and their families, going one step beyond giving them the best chance at investment success to help them leave a legacy that fulfills their purpose in the world.
It’s an exciting time to join a brand-new division, working with some of Vanguard’s most loyal clients and being a part of making a difference for future generations.
Job Summary: Wealth Management Client Manager
The Wealth Management Select Client Manager (CM) is a critical role leading our front-line Relationship Managers who serve some of Vanguard’s largest and most complex clients with $5-25M AUM. They are responsible for delivering a quality client experience, increasing client loyalty and retention, and driving growth. We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join the Wealth Management team in Arizona.
Client Managers directly influence the Wealth Management mission. As a member of our Select leadership team, you will play a critical role in making this vision a reality by coaching your crew to achieve Trusted Partner status, delivering with Reliability, Credibility, and Connection, supported by a Client First Orientation.
You will lead a team of approximately 10 Relationship Managers serving 3,400 families with $20 billion in AUM. Your primary responsibility will be coaching and developing a team of Relationship Managers to delight clients, deepen loyalty, and create value for our Wealth Management Clients by uncovering unmet needs and aligning suitable solutions. As a result, you will help deepen and expand our client relationships and retain families through generations.
Job Description: Wealth Management Client Manager
Ideal Candidate:
An ideal candidate brings a strong track record of building inclusive and high performing teams to produce strong outcomes, navigate ambiguity, innovatively solve complex problems, and develop Practice Management skills (relationship management, book management, and sales). We’ve built a strong collaborative team deeply committed to our mission and purpose. Ideal candidates will leverage these critical competencies and collaborate across Vanguard departments and business units to make our team even stronger.
Core Responsibilities
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions. Supports strategy planning for a book of business. Model growth opportunities, contribute to business planning activities, and support client account retention. Provides guidance and support to Wealth Management Select Relationship Managers. Assists in the recovery and strengthening of at-risk relationships coaching Relationship Managers to demonstrate empathy and deeply understanding client needs. Develops, implements, and monitors goals and action plans. Reviews team performance and identifies trends, suggests improvements, and provides analysis/feedback to Relationship Manager. Resolves complex client issues related to products or processes by taking ownership and delivering consistently with excellence. Influences changes among the team to improve end-to-end processes and meet client needs. Participates in solution development with internal colleagues and cross-functional teams. Supports Relationship Managers in identifying potential options for solutions. Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship. Participates in special projects and performs other duties as assigned.
Qualifications
Minimum of five years related work experience. Three years of experience in Financial Services. Relationship Management and Sales experience preferred. Previous sales leadership experience preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. This job requires FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines.
Other Details
This role will be located in Arizona and will be open to external candidates as well.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Vanguard by 2x Sign in to set job alerts for “Relationship Manager” roles.
Phoenix, AZ $70,000.00-$85,000.00 2 days ago Phoenix, AZ $129,000.00-$206,000.00 2 days ago Relationship Manager I - Business Banking
Phoenix, AZ $230,000.00-$280,000.00 3 weeks ago Relationship Manager I - Business Banking
Customer Success Manager, Strategic Account Services
Customer Success Manager, Strategic Account Services
Customer Success Manager, Strategic Account Services
Customer Success Manager, Strategic Account Services
Account Executive (Remote - Western Region)
Phoenix, AZ $37,000.00-$50,000.00 5 hours ago Phoenix, AZ $43,400.00-$106,800.00 3 days ago Scottsdale, AZ $75,000.00-$100,000.00 5 days ago Account Executive, Territory (Mid-Market)
Tempe, AZ $85,000.00-$155,000.00 1 week ago Relationship Manager IV - Corporate Banking
Tempe, AZ $59,600.00-$93,700.00 14 hours ago Sr Customer Success Mgr, Strategic Account Services
Tempe, AZ $72,000.00-$154,000.00 6 days ago Phoenix, AZ $100,000.00-$100,000.00 20 hours ago Senior Customer Success Manager, Strategic Account Services
Tempe, AZ $72,000.00-$154,000.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr