Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers!
In this role, you'll manage a book of business composed of self-directed ultra-high-net-worth clients, each holding between $525 million in Vanguard assets. You'll be at the forefront of delivering exceptional experiences through education, guidance, and tailored solutions empowering clients to make informed decisions and achieve their long-term goals.
Core Responsibilities
We're hiring for two levels of the Relationship Manager role each offering a unique opportunity to manage a book of ultra-high-net-worth clients and build deep expertise in wealth management topics. Whether you're looking to expand your impact or take the next step in your career, you'll be supported every step of the way with comprehensive training, onboarding, and a culture that invests in your success!
Qualifications
This role follows Vanguard's hybrid working model in-office Tuesdays through Thursdays, remote Mondays and Fridays designed to support flexibility and collaboration.
Note: Relocation assistance is available for candidates who qualify.
Relationship Manager- Wealth Management • Dallas, TX, United States
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