Manager, High Net Worth Relationship Managers

• 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

• 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)

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.

• Relationship Management
• Sales Leadership
• Client Loyalty Development
• Financial Services Expertise
• Regulatory License

• Performance Standards Setting
• Goal Development and Monitoring
• Client Needs Assessment
• Solution Development
• Business Planning

• Coaching
• Team Supervision
• Analytical Feedback
• Influencing Change
• Communication

• FINRA License
• State Registration
• SFC Registration

• Ultra-High Net Worth Clients
• Financial Services
• Client Relationship Management

• Practice Management Tools
• Vanguard Funds Knowledge