Senior Relationship Manager – Direct Indexing

Relationship Manager specializing in direct indexing at Vanguard. Managing client relationships, strategic planning, and driving business growth.

Posted 7/6/2026full-timeMalvern • District of Columbia, Massachusetts, Pennsylvania • 🇺🇸 United StatesSeniorWebsite

Key responsibilities & impact

Manages complex relationships with existing clients
Supports strategy planning for a book of business
Tracks growth opportunities, contributes to business planning activities, and drives client retention and loyalty through strategic and consultative guidance
Proactively assesses client needs through strategic planning and consultations
Recommends service and operational enhancements
Presents recommendations to key client decision makers
Resolves complex client issues related to products, services, or processes
Drives the development and implementation of potential solutions to meet client needs
Leverages experience and internal network to determine creative solutions for clients, often requiring cross-functional collaboration and cross-team ownership
Uses advanced knowledge of Vanguard funds, products, and services compared to our competitors
Strategically positions Vanguard's products and services and enhances client loyalty
Participates in special projects and performs other duties as assigned

What you’ll need

Minimum of eight years related work experience
Five years experience in Financial Services and Relationship Management strongly preferred
Undergraduate degree or equivalent combination of training and experience
Graduate degree preferred
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)

Comp & perks

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Consultative GuidanceProblem SolvingCommunication

Certifications

FINRA LicenseState LicenseSFC Registration