The Wealth Management Select Client Manager (CM) is a critical role leading our front-line Relationship Managers who serve some of Vanguard's largest and most complex clients with $5-25M AUM. They are responsible for delivering a quality client experience, increasing client loyalty and retention, and driving growth. We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join the Wealth Management Select team.
Client Managers directly influence the Wealth Management mission: Be a trusted partner to our ultra-clients and their families, giving them the best long-term outcomes so they can leave a legacy that fulfills their purpose in the world. As a member of our Select leadership team, you will play a critical role in making this vision a reality by coaching your crew to achieve Trusted Partner status, delivering with Reliability, Credibility, and Connection, supported by a Client First Orientation.
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You will lead a team of approximately 10 Relationship Managers serving 3,400 families with $20 billion in AUM. Your primary responsibility will be coaching and developing a team of Relationship Managers to delight clients, deepen loyalty, and create value for our Wealth Management Clients by uncovering unmet needs and aligning suitable solutions. As a result, you will help deepen and expand our client relationships and retain families through generations.
Ideal Candidate:
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). We've built a strong collaborative team deeply committed to our mission and purpose. Ideal candidates will leverage these critical competencies and collaborate across Vanguard departments and business units to make our team even stronger.
Core 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 identifies 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.
Qualifications
- Minimum of five years related work experience. Three years of experience in Financial Services. Relationship Management and Sales experience preferred.
- Previous sales leadership experience preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- This job requires FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines.
Other Details
This role is part of our hybrid work model with Tuesdays - Thursdays required in our offices to foster collaboration and relationships. On Mondays and Fridays, our crew will have the option to work remotely, or continue working from one of our offices in Dallas, TX.
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.