Relationship Executive, Senior Specialist-West Region
Not Disclosed•Full-TimeHybrid
location_onScottsdales Dentist, 8440, East McDonald Drive, Scottsdale, Maricopa County, Arizona, 85250, United States
About Vanguard
At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $12 trillion of their hard-earned savings to us.
We are on a mission to work for the long-term financial wellbeing of our clients, lead through products and services that transform lives, and continuously learn and develop as individuals and a team. From Malvern to Melbourne, this mission drives us forward and inspires us to be our best.
About the Team
Within the Vanguard Workplace Solutions (our Institutional Division), we manage $2.6 trillion in assets, providing institutional clients, plan sponsors, and participants with recordkeeping, investment, and advice services in defined contribution plans such as 401(k)s. We operate as a team to deliver the best that Vanguard has to offer across recordkeeping, investments, advice, and products—to all clients, across all channels.
About the Role
As a Relationship Executive, Senior Specialist, you will serve as the strategic lead and primary point of contact for Vanguard's most complex and high-value recordkeeping and investment-only client relationships within the West territory. This role involves managing a book of business consisting of $1 billion+ in plan sponsor client relationships where Vanguard holds a recordkeeping and/or investment relationship.
In this position, you will provide expert consultation on service enhancements, guide clients through critical operational and strategic decisions, and ensure a consistently exceptional experience. You will cultivate long-term partnerships built on trust, proactive engagement, and deep industry expertise, relationships that are essential to Vanguard's continued growth and client loyalty. You will act as a bridge between clients and internal subject matter experts to design tailored service solutions and facilitate cross-functional collaboration.
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.
Application & Sponsorship
Vanguard is not offering visa sponsorship for this position.
Work location
Work model: Hybrid
Scottsdales Dentist, 8440, East McDonald Drive, Scottsdale, Maricopa County, Arizona, 85250, United States
Scottsdale, Arizona
Key Responsibilities
- check_circleProvide expert consultation on service enhancements and strategic decisions
- check_circleProactively assess client needs through ongoing strategic planning
- check_circleLead resolution of complex client issues related to products and processes
- check_circleArticulate recommendations to senior client decision makers to drive outcomes
- check_circleManage complex recordkeeping and investment-only plan sponsor relationships
- check_circleFacilitate cross-functional collaboration to design tailored service solutions
- check_circleMaintain expert-level knowledge of Vanguard funds and competitive positioning
Requirements
- verifiedTen years financial services experience
- verifiedAt least five years institutional relationship management/sales experience
- verifiedRecordkeeping (retirement plan administration) experience
- verifiedUndergraduate degree or equivalent experience
- verifiedRegulatory license and/or registration (e.g., FINRA, state, SFC)
- verifiedNo visa sponsorship available
Nice to Have
Existing recordkeeping client relationships and connectivity in the assigned region. Investment competence. Graduate degree.
Similar Job Opportunities
Skills, education and keywords
Skills: Recordkeeping, Retirement Plan Administration, Relationship Management, Sales, Finra, SFC.
Education: Undergraduate degree or equivalent experience; Graduate degree preferred.
Frequently asked questions about Relationship Executive, Senior Specialist-West Region at Vanguard
What does a Relationship Executive, Senior Specialist-West Region at Vanguard do?expand_more
In this Relationship Executive, Senior Specialist-West Region at Vanguard role, you will provide expert consultation on service enhancements and strategic decisions; proactively assess client needs through ongoing strategic planning; lead resolution of complex client issues related to products and processes; and articulate recommendations to senior client decision makers to drive outcomes.
What are the requirements for this Relationship Executive, Senior Specialist-West Region role?expand_more
Vanguard is looking for candidates who meet the following requirements: Ten years financial services experience; At least five years institutional relationship management/sales experience; Recordkeeping (retirement plan administration) experience; Undergraduate degree or equivalent experience; Regulatory license and/or registration (e.g., FINRA, state, SFC); and No visa sponsorship available.
Where is the Relationship Executive, Senior Specialist-West Region role at Vanguard located?expand_more
Relationship Executive, Senior Specialist-West Region at Vanguard is based in Scottsdales Dentist, 8440, East McDonald Drive, Scottsdale, Maricopa County, Arizona, 85250, United States. This is a hybrid role.
Is this Relationship Executive, Senior Specialist-West Region job remote, hybrid, or on-site?expand_more
Vanguard has listed this Relationship Executive, Senior Specialist-West Region role as hybrid.
How much experience is required for this Relationship Executive, Senior Specialist-West Region role?expand_more
Candidates for Relationship Executive, Senior Specialist-West Region at Vanguard should have senior.
What skills do you need for the Relationship Executive, Senior Specialist-West Region role at Vanguard?expand_more
Key skills for Relationship Executive, Senior Specialist-West Region at Vanguard include Recordkeeping; Retirement Plan Administration; Relationship Management; Sales; Finra; and SFC.
What education is required for Relationship Executive, Senior Specialist-West Region at Vanguard?expand_more
Educational requirements for this role: Undergraduate degree or equivalent experience; and Graduate degree preferred.
What category does the Relationship Executive, Senior Specialist-West Region role belong to?expand_more
Relationship Executive, Senior Specialist-West Region at Vanguard is part of the sales job category on Recrutus.