Manager, High Net Worth Relationship Managers

Jobtailor; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Vanguard is seeking an experienced Relationship Manager leader to guide a high-net-worth client service team. You will coach Relationship Managers, set performance standards, and drive loyalty through proactive solution development and cross-functional collaboration.

The role requires strong knowledge of financial products, regulatory requirements, and a proven track record in sales leadership within financial services.

Qualifications

• Five years related work experience required.
• Three years of experience in Financial Services.
• Relationship Management and Sales experience preferred.
• Previous sales leadership experience preferred.
• Regulatory license/registration (e.g., FINRA, state, SFC) required.

Responsibilities

• Lead and supervise client relationship teams to drive loyalty and revenue.
• Coach Relationship Managers to assess client needs and strengthen relationships.
• Set performance standards, review performance, and guide compensation decisions.
• Develop and monitor team goals, action plans, and growth opportunities.
• Resolve complex client issues with ownership and excellence.
• Collaborate with cross-functional teams on solution development.
• Support strategy planning for the team’s book of business.

Skills

Relationship Management

Sales Leadership

Client Loyalty Development

Financial Services Expertise

Regulatory License

Education

Undergraduate degree

Graduate degree

Tools

Practice Management Tools

Vanguard Funds Knowledge

Job description

• 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
• Develops, implements, and monitors goals and action plans
• Reviews team performance and identify trends, suggests improvements, and provides analysis and feedback to Relationship Managers
• Deepens loyalty with existing ultra-high net worth clients by anticipating needs and demonstrating expertise to align solutions
• Provides coaching to Relationship Managers to help them assess client needs, build deep relationships, and recover and strengthen at-risk relationships
• Supports strategy planning for the team’s book of business by modeling growth opportunities, contributing to business planning activities, and utilizing practice management tools
• Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen client relationships
• Resolves complex client issues related to products or processes by taking ownership and delivering 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 and implementing solutions
• Participates in special projects and performs other duties as assigned

Requirements

• 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 a regulatory license and/or registration (e.g. FINRA, state, SFC)

Core Competencies

Demonstrates expertise in Relationship Management and Sales, with a strong focus on client loyalty and satisfaction. Possesses technical knowledge of Financial Services products and regulatory requirements, enabling effective coaching and team leadership.

Highest-signal resume keywords

• Relationship Management
• Sales Leadership
• Client Loyalty Development
• Financial Services Expertise
• Regulatory License

ATS Optimization Keywords

Hard Skills

• Performance Standards Setting
• Goal Development and Monitoring
• Client Needs Assessment
• Solution Development
• Business Planning

Soft Skills

• Coaching
• Team Supervision
• Analytical Feedback
• Influencing Change
• Communication

Certifications & Qualifications

• FINRA License
• State Registration
• SFC Registration

Industry Keywords

• Ultra-High Net Worth Clients
• Financial Services
• Client Relationship Management

Tools & Technologies

• Practice Management Tools
• Vanguard Funds Knowledge