Remote Senior Relationship Manager, Retirement Plans

Vanguard; United States; Remote; USD 85,000 - 150,000; Full time

Job summary

Vanguard seeks a seasoned client relationship professional to manage complex recordkeeping and sponsor relationships within employer-sponsored retirement plans. You will lead strategic consultations, recommend service enhancements, and collaborate with internal teams to deliver client-centric solutions.

Applicants should bring extensive retirement plan experience, strong executive communication, and a proven ability to navigate large organizations.

Qualifications

• Experience with employer-sponsored retirement plans (401(k), 403(b), rollovers) and participant engagement.
• Recordkeeping and administration of retirement plans.
• Ability to develop relationships with senior/executive stakeholders in complex organizations.

Responsibilities

• Manage the most complex recordkeeping and plan sponsor relationships at Vanguard.
• Assess client needs through strategic planning and high‑value consultations.
• Lead resolution of complex client issues and design tailored service solutions.

Skills

Retirement plans expertise

Recordkeeping savvy

Executive relationship development

Regulatory licensing (6 & 63)

Client needs assessment & strategic咨询

Education

Bachelor's degree or equivalent experience

Job description

Vanguard seeks a seasoned client relationship professional to manage complex recordkeeping and sponsor relationships within employer-sponsored retirement plans. You will lead strategic consultations, recommend service enhancements, and collaborate with internal teams to deliver client-centric solutions.

Applicants should bring extensive retirement plan experience, strong executive communication, and a proven ability to navigate large organizations.