Senior Advisor Relations, Hybrid – Investment Solutions

The Vanguard Group; Malvern (Chester County); Ibrido; USD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work model

Descrizione del lavoro

The Vanguard Group in Malvern, PA seeks a Senior Relationship Manager to act as a key client-facing representative for a personalized indexing platform, partnering with financial advisors and portfolio teams to support growth and client success.

You will present investment strategies, translate complex concepts into clear insights, and collaborate across teams to deliver a seamless client experience while fostering advisor education and strategic initiatives.

Competenze

• Eight+ years of related work experience.
• Undergraduate degree; graduate degree preferred.
• FINRA Series 7 license or ability to obtain.
• Experience with financial advisors, advisory firms, or institutional clients.
• Strong verbal and written communication; ability to present to senior audiences.
• Experience with SMAs, portfolio management, or related investment solutions.

Mansioni

• Develop and maintain relationships with financial advisors and advisor organizations.
• Present investment strategies and personalized indexing concepts.
• Collaborate with client service, PM, training, and business development teams.
• Translate complex investment concepts into clear, actionable insights.

Conoscenze

Relationship management

Investment knowledge

Communication skills

Presentations

Independent working

Formazione

Bachelor's degree or equivalent

Graduate degree preferred

Strumenti

MS Office

Investment analytics tools

Descrizione del lavoro

The Vanguard Group in Malvern, PA seeks a Senior Relationship Manager to act as a key client-facing representative for a personalized indexing platform, partnering with financial advisors and portfolio teams to support growth and client success.

You will present investment strategies, translate complex concepts into clear insights, and collaborate across teams to deliver a seamless client experience while fostering advisor education and strategic initiatives.