Manager, High Net Worth Relationship Managers

Vanguard

Wealth Management Central Client Manager leading Relationship Managers for ultra-high net worth clients. Overseeing client satisfaction, team performance, and strategic client relationship management.

Posted 7/29/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Relationship Management and Sales, with a strong focus on client loyalty and satisfaction. Possesses technical knowledge of Financial Services products and regulatory requirements, enabling effective coaching and team leadership.

Highest-signal resume keywords

Relationship ManagementSales LeadershipClient Loyalty DevelopmentFinancial Services ExpertiseRegulatory License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance Standards SettingGoal Development and MonitoringClient Needs AssessmentSolution DevelopmentBusiness Planning

Soft Skills

CoachingTeam SupervisionAnalytical FeedbackInfluencing ChangeCommunication

Tools & Technologies

Practice Management ToolsVanguard Funds Knowledge

Certifications & Qualifications

FINRA LicenseState RegistrationSFC Registration

Industry Keywords

Ultra-High Net Worth ClientsFinancial ServicesClient Relationship Management

About the role

Key responsibilities & impact

Hires, evaluates, and supervises crew
Provides guidance and training as necessary to develop crew
Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies
Develops, implements, and monitors goals and action plans
Reviews team performance and identify trends, suggests improvements, and provides analysis and feedback to Relationship Managers
Deepens loyalty with existing ultra-high net worth clients by anticipating needs and demonstrating expertise to align solutions
Provides coaching to Relationship Managers to help them assess client needs, build deep relationships, and recover and strengthen at-risk relationships
Supports strategy planning for the team’s book of business by modeling growth opportunities, contributing to business planning activities, and utilizing practice management tools
Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen client relationships
Resolves complex client issues related to products or processes by taking ownership and delivering with excellence
Influences changes among the team to improve end-to-end processes and meet client needs
Participates in solution development with internal colleagues and cross-functional teams
Supports Relationship Managers in identifying and implementing solutions
Participates in special projects and performs other duties as assigned

Requirements

What you’ll need

Minimum of five years related work experience
Three years of experience in Financial Services
Relationship Management and Sales experience preferred
Previous sales leadership experience 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)

Benefits

Comp & perks

Relocation assistance available for internal and external candidates that are greater than 40 miles from our Plano, TX location