Relationship Executive, Senior Specialist
Overview
At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $12 trillion of their hard-earned savings to us.
Within the Vanguard Workplace Solutions (our Institutional Division), we manage $2.6 trillion in assets, providing institutional clients, plan sponsors, and participants with recordkeeping, investment, and advice services, in defined contribution plans such as 401(k)s. We operate as a team to deliver the best that Vanguard has to offer across recordkeeping, investments, advice, and productsâto all clients, across all channels.
This role is responsible for the managing the assigned territoryâs book of business that consists of $1 billion+ plan sponsor client relationships where Vanguard has a recordkeeping and/or investment relationship.
Summary
As the Relationship Executive, Senior Specialist for the West Region, you will serve as the strategic lead and primary point of contact for Vanguardâs most complex and highâvalue recordkeeping and investmentâonly client relationships. In this role, you will provide expert consultation on service enhancements, guide clients through critical operational and strategic decisions, and ensure a consistently exceptional experience. You will be responsible for cultivating longâterm partnerships built on trust, proactive engagement, and deep industry expertise, relationships that are essential to Vanguardâs continued growth and client loyalty.
Note: Will consider remote work locations for our four regional territories in the United States.
What it takes
⢠Manages Vanguardâs most complex recordkeeping and investmentâonly plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs. Identifies opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through proactive, bestâinâclass consultative guidance.
⢠Proactively assesses client needs through ongoing strategic planning and highâvalue consultations. Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution. Clearly articulates recommendations to senior client decision makers to drive informed outcomes.
⢠Leads the resolution of complex client issues related to products, services, and processes. Develops and implements creative, forwardâlooking solutions that meet or exceed client expectations and reinforce Vanguardâs reputation for excellence.
⢠Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients. Facilitates crossâfunctional collaboration and shared ownership to deliver integrated, clientâcentric outcomes.
⢠Maintains expertâlevel knowledge of Vanguard funds, products, services, and competitive positioning. Applies deep investment expertise to provide longâterm strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty.
⢠Contributes to enterprise initiatives, participates in special projects, and performs additional responsibilities as assigned to support departmental and organizational objectives.
Qualifications
⢠Ten years financial services experience with at least five years of institutional relationship management/sales experience.
⢠Recordkeeping (retirement plan administration) savvy is required.
⢠Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity.
⢠Undergraduate degree or equivalent experience or equivalent combination of training and experience.
⢠This job requires a regulatory license and/or registration (e.g., FINRA, state, SFC). Will be determined by Compliance based on role-specific duties.
⢠Travel requirement: 25-50%
Special Factors
⢠Existing recordkeeping client relationships and connectivity in the assigned region is a plus.
⢠Investment competence is a plus.
⢠Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a missionâwe're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Apply tot his job
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At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $12 trillion of their hard-earned savings to us.
Within the Vanguard Workplace Solutions (our Institutional Division), we manage $2.6 trillion in assets, providing institutional clients, plan sponsors, and participants with recordkeeping, investment, and advice services, in defined contribution plans such as 401(k)s. We operate as a team to deliver the best that Vanguard has to offer across recordkeeping, investments, advice, and productsâto all clients, across all channels.
This role is responsible for the managing the assigned territoryâs book of business that consists of $1 billion+ plan sponsor client relationships where Vanguard has a recordkeeping and/or investment relationship.
Summary
As the Relationship Executive, Senior Specialist for the West Region, you will serve as the strategic lead and primary point of contact for Vanguardâs most complex and highâvalue recordkeeping and investmentâonly client relationships. In this role, you will provide expert consultation on service enhancements, guide clients through critical operational and strategic decisions, and ensure a consistently exceptional experience. You will be responsible for cultivating longâterm partnerships built on trust, proactive engagement, and deep industry expertise, relationships that are essential to Vanguardâs continued growth and client loyalty.
Note: Will consider remote work locations for our four regional territories in the United States.
What it takes
⢠Manages Vanguardâs most complex recordkeeping and investmentâonly plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs. Identifies opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through proactive, bestâinâclass consultative guidance.
⢠Proactively assesses client needs through ongoing strategic planning and highâvalue consultations. Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution. Clearly articulates recommendations to senior client decision makers to drive informed outcomes.
⢠Leads the resolution of complex client issues related to products, services, and processes. Develops and implements creative, forwardâlooking solutions that meet or exceed client expectations and reinforce Vanguardâs reputation for excellence.
⢠Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients. Facilitates crossâfunctional collaboration and shared ownership to deliver integrated, clientâcentric outcomes.
⢠Maintains expertâlevel knowledge of Vanguard funds, products, services, and competitive positioning. Applies deep investment expertise to provide longâterm strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty.
⢠Contributes to enterprise initiatives, participates in special projects, and performs additional responsibilities as assigned to support departmental and organizational objectives.
Qualifications
⢠Ten years financial services experience with at least five years of institutional relationship management/sales experience.
⢠Recordkeeping (retirement plan administration) savvy is required.
⢠Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity.
⢠Undergraduate degree or equivalent experience or equivalent combination of training and experience.
⢠This job requires a regulatory license and/or registration (e.g., FINRA, state, SFC). Will be determined by Compliance based on role-specific duties.
⢠Travel requirement: 25-50%
Special Factors
⢠Existing recordkeeping client relationships and connectivity in the assigned region is a plus.
⢠Investment competence is a plus.
⢠Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a missionâwe're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Apply tot his job
Apply To this Job