[Hiring] Relationship Manager, Specialist @Vanguard

Role Description

• Manages Vanguard’s most complex recordkeeping and investment‑only plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs.
• Identifies opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through proactive, best‑in‑class consultative guidance.
• Proactively assesses client needs through ongoing strategic planning and high‑value consultations.
• Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution.
• Clearly articulates recommendations to senior client decision makers to drive informed outcomes.
• Leads the resolution of complex client issues related to products, services, and processes.
• Develops and implements creative, forward‑looking solutions that meet or exceed client expectations and reinforce Vanguard’s reputation for excellence.
• Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients.
• Facilitates cross‑functional collaboration and shared ownership to deliver integrated, client‑centric outcomes.
• Maintains expert‑level knowledge of Vanguard funds, products, services, and competitive positioning.
• Applies deep investment expertise to provide long‑term strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty.
• Contributes to enterprise initiatives, participates in special projects, and performs additional responsibilities as assigned to support departmental and organizational objectives.

Qualifications

• Minimum of five years related work experience.
• Three years experience in Financial Services and Relationship Management preferred.
• Demonstrated expertise in employer-sponsored retirement plans, including 401(k), 403(b), rollover, participant engagement, retirement readiness, or related workplace solutions.
• Recordkeeping (retirement plan administration) savvy is required.
• Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity.
• Undergraduate degree or equivalent experience or equivalent combination of training and experience.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). In particular the 6 & 63 will be required.
• This is a remote based role however one must reside on the West Coast to be considered.
• Travel requirement: 25-50%.

Requirements

• Existing recordkeeping client relationships and connectivity in the assigned region is a plus.
• Investment competence is a plus.

Special Factors

• Sponsorship: Vanguard is not offering visa sponsorship for this position.

Salary Range

$85,000.00 - $150,000.00