In Wealth Management, we aspire to be a trusted partner to our ultra clients and their families, giving them the best long-term outcomes so that they can leave a legacy that fulfills their purpose in the world. We go beyond driving investment success to helping our families put their wealth to work in ways that will have a positive impact on future generations.

 

We are looking for a highly-motivated leader with sales and relationship management experience to join our Select leadership team as a Client Manager (CM). 

In this role, you will:

• Be crucial to making our vision a reality by coaching your crew to achieve Trusted Partner status by delivering with reliability, strengthening credibility and deepening connections with their clients. 
• Lead a team of approximately 10 Relationship Managers serving 3,400 families with $20 billion in AUM.  
• As a team, you will work to delight clients, deepen loyalty, and build value for our Wealth Management Clients by uncovering unmet needs and aligning suitable solutions.

 

An ideal candidate has a growth mindset and client-first orientation, brings a strong track record of building inclusive and high performing teams to producing strong outcomes, and thrives in a complex, fast-paced environment.  We’ve built a strong, purpose-driven, collaborative team and ideal candidates will leverage these critical competencies and make our team even stronger!   

What it takes:

• Minimum of five years related work experience. Three years experience in Financial Services and Relationship Management preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• This job requires a Series 7,66 (required) & 24 (can acquire) regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
• Experience maintaining a Book of Business with High Net Worth or Ultra High Net Worth clientele with $5-$25 million in AUM, preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.