Relationship Manager- Wealth Management

Archer; Dallas (TX); Hybrid; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Vanguard is hiring Relationship Managers to serve a book of self-directed ultra-high-net-worth clients valued at $5–$25 million in Vanguard assets. You will educate, guide, and tailor solutions to help clients reach long‑term goals.

Two levels of the role offer growth in wealth management. Expect comprehensive training, onboarding, and a collaborative, hybrid work environment with relocation assistance available for qualifying candidates.

Qualifikationen

• Regulatory license/registration (e.g. FINRA) required and determined by Compliance.
• 3+ years of experience managing a book of business in financial services.
• Experience building trusted relationships with high-net-worth or ultra-high-net-worth clients (2+ years preferred).
• Consultative mindset with a passion for guiding clients through wealth solutions.
• Comfort discussing ETFs, mutual funds, legacy and estate planning, charitable giving, and other wealth topics.
• Bachelor’s degree or equivalent experience.

Aufgaben

• Act as the primary contact for ultra-high-net-worth clients, delivering a high-touch experience.
• Build trust and deepen loyalty by anticipating needs and aligning solutions.
• Discuss sophisticated topics to expand client impact, including private equity and charitable giving.
• Support strategic planning for your book of business and contribute to growth and retention.
• Foster relationships through empathy and understanding of clients’ financial goals.
• Deliver exceptional service by addressing inquiries and ensuring a seamless client experience.

Kenntnisse

Relationship building

Financial services

Consultative selling

UHNW client experience

Ausbildung

Bachelor's degree or equivalent experience

Jobbeschreibung

Archer is collaborating with Vanguard to connect them with exceptional professionals for this role.

Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers!

In this role, you’ll manage a book of business composed of self-directed ultra-high-net-worth clients, each holding between $5–25 million in Vanguard assets. You’ll be at the forefront of delivering exceptional experiences through education, guidance, and tailored solutions — empowering clients to make informed decisions and achieve their long-term goals.

Core Responsibilities

• Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience.
• Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance — helping clients achieve their long-term goals.
• Engage in meaningful conversations on sophisticated topics such as partnering with advice, increasing share of wallet, private equity, trusts, margin, and charitable giving, expanding your expertise and client impact.
• Support strategic planning for your book of business and contribute to growth initiatives and client retention efforts.
• Foster strong relationships by connecting with clients through genuine curiosity, empathy, and a deep understanding of their financial aspirations.
• Deliver exceptional client service by proactively addressing inquiries, resolving issues efficiently, and ensuring a seamless experience across all touchpoints.
• Demonstrate credibility through deep technical knowledge of Vanguard’s products and services, proactively finding opportunities to strengthen client relationships. Comprehensive training will be provided to support your success in this area.

Grow With Us

We’re hiring for two levels of the Relationship Manager role — each offering a unique opportunity to manage a book of ultra-high-net-worth clients and build deep expertise in wealth management topics. Whether you're looking to expand your impact or take the next step in your career, you’ll be supported every step of the way with comprehensive training, onboarding, and a culture that invests in your success!

Qualifications

We’re looking for relationship-driven financial services professionals who are excited to grow, connect, and make a meaningful impact. If you bring the following, we’d love to review your application:

• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
• A strong foundation in managing a book of business within financial services — ideally 3+ years of experience.
• Experience building trusted relationships with high-net-worth or ultra-high-net-worth clients (2+ years preferred).
• A consultative mentality and a passion for guiding clients through financial services solutions.
• Confidence in discussing topics like ETFs, mutual funds, legacy and estate planning, charitable giving, and other wealth management related conversations.
• A bachelor’s degree or equivalent experience that showcases your ability to learn and lead.

This role follows Vanguard’s hybrid working model — in-office Tuesdays through Thursdays, remote Mondays and Fridays — designed to support flexibility and collaboration.

Note: Relocation assistance is available for candidates who qualify.

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.