Relationship Manager – Wealth Management
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Arizona • North Carolina • United States
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About the role
- Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience.
- Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance — helping clients achieve their long-term goals.
- Engage in meaningful conversations on sophisticated topics such as partnering with advice, increasing share of wallet, private equity, trusts, margin, and charitable giving, expanding your expertise and client impact.
- Support strategic planning for your book of business and contribute to growth initiatives and client retention efforts.
- Foster strong relationships by connecting with clients through genuine curiosity, empathy, and a deep understanding of their financial aspirations.
- Deliver exceptional client service by proactively addressing inquiries, resolving issues efficiently, and ensuring a seamless experience across all touchpoints.
- Demonstrate credibility through deep technical knowledge of Vanguard’s products and services, proactively finding opportunities to strengthen client relationships.
Requirements
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC), the SIE, Series 7 and 63/65 or 66 (or equivalent).
- A strong foundation in managing a book of business within financial services — ideally 3+ years of experience.
- Experience building trusted relationships with high-net-worth or ultra-high-net-worth clients (2+ years preferred).
- A consultative mentality and a passion for guiding clients through financial services solutions.
- Confidence in discussing topics like ETFs, mutual funds, legacy and estate planning, charitable giving, and other wealth management related conversations.
- A bachelor’s degree or equivalent experience that showcases your ability to learn and lead.
Benefits
- Comprehensive training will be provided to support your success in this area
- Relocation assistance is available for candidates who qualify
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial serviceswealth managementbook of business managementclient relationship managementconsultative sellingestate planningcharitable givingETFsmutual fundsprivate equity
Soft Skills
client serviceempathycuriositytrust buildingcommunicationproblem solvingstrategic planningrelationship managementguidancecredibility
Certifications
FINRASIESeries 7Series 63Series 65Series 66