Relationship Manager, Senior Specialist
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Job Location:
Malvern, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Description:
About Vanguard Personalized Indexing (VPI)
Vanguard is helping more financial advisors use the precision ofVanguardPersonalized Indexing(VPI) our proprietary direct indexingSMAsolutionto deliver on their clients increasingly sophisticated investing goals. Our simple technology-driven and innovative indexing toolsprovideunprecedented customization and transparent tax optimization for their end-investors.
As a key contributorto thestrategy andgrowthof Vanguard Personalized Indexing (VPI)this VPI expert will:
- Partner with Vanguards Advisorand VPI Sales teams to driveadoptionof VPI by new clients.
- Deepen relationships with Vanguard Personalized Indexing clients (financial advisors)through educationand support withdirect indexing use casesstrategy developmentandongoingportfolioneeds.
- Leverageindustry experience and competitiveknowledge todrive ongoinggrowth of the VPIproduct and organization liaising withSales Client Service Marketing and Product teams.
In this role you will:
- Serve as the advisor to the advisorthroughan expert knowledge of Vanguard Personalized Indexingmethodology andan exceptionalability to articulatethe value of DirectIndexing/PersonalizedIndexing to clients.
- In close partnership with Sales co-manage and deepenrelationshipwithVPIclients through Personalized Indexing portfolio analysis and constructionongoingexpansion of advisor use cases and adoption andsolutionsforintricateend-investor needs.
- Exhibit deep financial acumen;be an expert on directindexing/personalizedindexing and factor strategies.
- Consult on the design ofcustom Vanguard Personalized Indexingstrategies and portfolios.
- Work closely with other client facing teams (e.g. Sales Client Service ESG analysts) and Portfolio Management to deliver an exceptional experience to clients throughout their Personalized Indexing journey with Vanguard.
- Provide guidance supportandcoaching to other Vanguard Personalized Indexingcrewinteracting with large or complex the strengthening of at-risk relationships.
- Resolve complex client issues related to products services or processes. Driveimprovementstomeet evolving client needs and expectations.
- Leverageindustry experiencetodeterminecross-functional solutions to complexclient needs.
- Participate in special projects and performother duties as assigned.
Qualifications
- Minimum offiveyears related work in Direct indexing / Personalized Indexing SMA and Sales/Relationship Managementstronglypreferred.
- Advanced knowledge of directindexing/personalizedindexing competitivelandscape.
- Knowledge ofportfolio optimizationperformance attributionanalyticsa plus
- Undergraduate degree or equivalent combination of training and experience. Graduate degreeand/or advanced investment designation (CFA)preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere 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.
Required Experience:
Manager
Key Skills
- Business Development
- Portfolio Management
- Leadership skills
- Credit Analysis
- Cash Flow Analysis
- Banking
- Relationship Management
- Underwriting
- Financial Analysis
- Customer relationship management
- negotiation
- RMF
About Company
Search the latest roles and opportunities at Vanguard. Apply today to join our industry-leading crew.
