Relationship Executive, Workplace Solutions

The Vanguard Group; Malvern (Chester County); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Vanguard’s Relationship Executive role in Malvern requires leading top client relationships with strategic insight and senior‑level collaboration. You will drive consulting on service enhancements, navigate critical decisions, and foster long‑term partnerships that sustain client loyalty.

The position emphasizes deep investment knowledge, cross‑functional teamwork, and a track record of managing complex recordkeeping and investment‑only relationships.

Qualifications

• Ten years financial services experience with at least five years of institutional relationship management/sales experience.
• Recordkeeping-savvy with retirement plan administration.
• Ability to develop senior/executive level relationships and navigate complex organizations.

Responsibilities

• Serve as the strategic lead and primary contact for Vanguard’s most complex, high‑value client relationships.
• Provide expert consultation on service enhancements and guide critical operational decisions.
• Develop long‑term partnerships built on trust, proactive engagement, and industry expertise.

Skills

Relationship management

Financial services

Executive relationships

Strategic guidance

Education

Undergraduate degree or equivalent experience

Job description

Overview

Overview At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $12.8 trillion of their hard‑earned savings to us. Within the Vanguard Workplace Solutions (our Institutional Division), we manage $2.6 trillion in assets, providing institutional clients, plan sponsors, and participants with recordkeeping, investment, and advice services, in defined contribution plans such as 401(k)s. We operate as a team to deliver the best that Vanguard has to offer across recordkeeping, investments, advice, and products—to all clients, across all channels. There are two books of business responsible for the Northeast and South regions that consist of $1 billion+ plan sponsor client relationships where Vanguard has a recordkeeping and/or investment relationship.

Summary

Summary As the Relationship Executive you will serve as the strategic lead and primary point of contact for Vanguard’s most complex and high‑value recordkeeping and investment‑only client relationships. In this role, you will provide expert consultation on service enhancements, guide clients through critical operational and strategic decisions, and ensure consistently exceptional experience. You will be responsible for cultivating long‑term partnerships built on trust, proactive engagement, and deep industry expertise, relationships that are essential to Vanguard’s continued growth and client loyalty.

What it takes

What it takes 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. Identifies opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through proactive, best‑in‑class consultative guidance. 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. Clearly articulates recommendations to senior client decision makers to drive informed outcomes. 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. 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.

Qualifications

Qualifications Ten years financial services experience with at least five years of institutional relationship management/sales experience. Recordkeeping (retirement plan administration) savvy is required. 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

Travel requirement: 25-50%.

Special Factors

Special Factors Existing recordkeeping client relationships and connectivity in the assigned region is a plus. Investment competence is a plus. Graduate degree preferred.

Sponsorship

Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

About Vanguard

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

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. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer‑sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.