Relationship Manager- Wealth Management

Vanguard; Malvern (Chester County); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Relocation assistance available

Hybrid working model

Job summary

Vanguard is seeking Relationship Managers to join our Advice & Wealth Management division in Malvern, Chester County. You will manage a book of ultra-high-net-worth clients, ensuring exceptional experiences through education and tailored solutions.

Ideal candidates will have 3+ years of financial services experience, especially with high-net-worth clients. This position follows a hybrid working model, allowing for flexibility and collaboration.

Qualifications

• 3+ years of experience managing a book of business in financial services.
• 2+ years of experience with high-net-worth or ultra-high-net-worth clients.
• Strong foundation in financial topics like ETFs, mutual funds, and estate planning.

Responsibilities

• Act as the primary point of contact for ultra-high-net-worth clients.
• Support strategic planning for client retention and growth initiatives.
• Deliver exceptional client service and resolve issues efficiently.

Skills

Relationship building

Client service

Financial knowledge

Consultative skills

Education

Bachelor’s degree or equivalent experience

Job description

Relationship Managers

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.

Qualifications

• 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.

Sponsorship

Vanguard is not offering visa sponsorship for this position.