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Vanguard · 2 months ago

Relationship Executive, Senior Specialist-West Region

Malvern, PA

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Vanguard is a leading investment management company dedicated to serving investors. The Relationship Executive, Senior Specialist for the West Region will manage complex client relationships, providing expert consultation and ensuring exceptional client experiences while driving long-term partnerships and loyalty.

FinanceFinancial Services

No H1B

Responsibilities

Manages Vanguard’s most complex recordkeeping and investment‑only plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs

Proactively assesses client needs through ongoing strategic planning and high‑value consultations

Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution

Leads the resolution of complex client issues related to products, services, and processes

Develops and implements creative, forward‑looking solutions that meet or exceed client expectations and reinforce Vanguard’s reputation for excellence

Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients

Facilitates cross‑functional collaboration and shared ownership to deliver integrated, client‑centric outcomes

Maintains expert‑level knowledge of Vanguard funds, products, services, and competitive positioning

Applies deep investment expertise to provide long‑term 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

Qualification

Institutional relationship managementFinancial services experienceRegulatory license/registrationRecordkeeping expertiseInvestment competenceSenior/executive relationship developmentStrategic planningProblem resolutionCross-functional collaboration

Required

Ten years financial services experience with at least five years of institutional relationship management/sales experience

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%

Preferred

Existing recordkeeping client relationships and connectivity in the west region is a plus

Recordkeeping (retirement plan administration) savvy is highly preferred

Investment competence is a plus

Graduate degree preferred

Company

Vanguard

Glassdoor3.7

Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Founded in 1975

Kelayres, Pennsylvania, USA

10001+ employees

http://investor.vanguard.com/corporate-portal

Funding

Current Stage

Late Stage

Total Funding

unknown

Key Investors

ic@3401

2017-03-31Non Equity Assistance

Leadership Team

Salim Ramji

Chief Executive Officer

Andrew Maack

Principal, Head of US Equity Index Portfolio Management

Recent News

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2026-01-20

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citybiz

Vanguard Managing Director Karin Risi to Retire

2025-03-15

Company data provided by crunchbase