Core Responsibilities

• Manages Vanguard's most complex IO client relationships through a deep understanding of client history and needs. Identifies opportunities to enhance client experiences and opportunities. Deepens the client relationship and loyalty to Vanguard through strategic and best-in-class consultative guidance - with a focus on facilitating Investor Choice client commitments.

• Liaises with the Investor Choice Project team to provide plan sponsor support in garnering and then operationalizing investor choice commitments.

• Proactively assesses IO client needs through strategic planning and consultations. Recommends service and operational enhancements, and partners internally to maintain recordkeeping. Presents recommendations to key client decision makers.

• Resolves complex IO client issues related to products, services, or processes. Drives the development and implementation of creative solutions that meet or exceed client needs and expectations.

• Engages key subject matter experts and leverages internal network to develop creative service solutions for clients, requiring cross-functional collaboration and cross-team ownership.

• Maintains expert-level knowledge of Vanguard funds, products, and services compared to our competitors. Leverages deep investment acumen to provide long-term guidance to clients and strategically position Vanguard as the brand of choice for continued client loyalty.

• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of ten 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). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we'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.