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Vanguard · 3 weeks ago

Manager, High Net Worth Relationship Managers

Dallas/Ft. Worth, TX

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Vanguard is a leading investment management company dedicated to the long-term financial wellbeing of its clients. They are seeking a Manager for High Net Worth Relationship Managers to oversee a team, deepen client loyalty, and enhance business planning strategies.

FinanceFinancial Services

No H1B

Responsibilities

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 and procedures

Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions

Supports strategy planning for a book of business

Model growth opportunities, contribute to business planning activities, and support client account retention

Provides guidance and support to Wealth Management Select Relationship Managers

Assists in the recovery and strengthening of at-risk relationships coaching Relationship Managers to demonstrate empathy and deeply understanding client needs

Develops, implements, and monitors goals and action plans. Reviews team performance and identify trends, suggests improvements, and provides analysis/feedback to Relationship Manager

Resolves complex client issues related to products or processes by taking ownership and delivering consistently 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 potential options for solutions. Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship

Participates in special projects and performs other duties as assigned

Qualification

Financial ServicesRelationship ManagementFINRA Series 7Sales LeadershipPractice Management

Required

Minimum of five years related work experience

Three years of experience in Financial Services

This job requires FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines

An ideal candidate brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity, innovatively solving complex problems, and developing Practice Management skills (relationship management, book management, and sales)