Relationship Manager, Specialist

Responsibilities

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 assess client needs through ongoing strategic planning and high‑value consultations. Recommend service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution. Clearly articulate recommendations to senior client decision makers to drive informed outcomes.
Lead the resolution of complex client issues related to products, services, and processes. Develop and implement creative, forward‑looking solutions that meet or exceed client expectations and reinforce Vanguard’s reputation for excellence.
Engage key internal subject matter experts and leverage an extensive internal network to design tailored service solutions for clients. Facilitate cross‑functional collaboration and shared ownership to deliver integrated, client‑centric outcomes.
Maintain expert‑level knowledge of Vanguard funds, products, services, and competitive positioning. Apply deep investment expertise to provide long‑term strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty.
Contribute to enterprise initiatives, participate in special projects, and perform 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.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Regulatory license and/or registration (e.g., FINRA, state, SFC). In particular the 6 & 63 will be required.
Recordkeeping (retirement plan administration) savvy is required.
Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity.
Hybrid Work Schedule & Travel

Ability to work a hybrid schedule in which one is required to work onsite every Tuesday, Wednesday and Thursday in our Scottsdale, AZ location. Travel requirement: 25-50%.
Special Factors

Existing recordkeeping client relationships and connectivity in the assigned region is a plus.
Investment competence is a plus.
Vanguard is not offering visa sponsorship for this position.

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