Senior Client Success & Relationship Manager (Hybrid)

Vanguard; Scottsdale (AZ); Hybrid; USD 90,000 - 135,000; Full time

Job summary

Vanguard is seeking a seasoned professional to serve as the primary contact for complex existing clients. You will develop and maintain strong relationships, proactively evaluate client financial goals, and recommend services to enhance the client experience.

The role emphasizes broadening relationships, strategic planning, and cross-team collaboration to deliver tailored service solutions. A regulatory license/registration is required and visa sponsorship is not offered.

Qualifications

• Five+ years of related work experience.
• Three years in Financial Services and Relationship Management preferred.
• Regulatory license/registration required (varies by role).

Responsibilities

• Broadens complex relationships with existing clients and identifies opportunities.
• Evaluates client needs through consultations and develops relationship plans.
• Resolves complex client issues related to products, services, or processes.
• Facilitates creation of service solutions requiring cross-team collaboration.
• Uses knowledge of Vanguard funds, products, and services to strengthen client relationships.
• Participates in special projects and other duties as assigned.

Skills

Relationship management

Client needs assessment

Strategic planning

Education

Bachelor’s degree

Graduate degree preferred

Job description

Vanguard is seeking a seasoned professional to serve as the primary contact for complex existing clients. You will develop and maintain strong relationships, proactively evaluate client financial goals, and recommend services to enhance the client experience.

The role emphasizes broadening relationships, strategic planning, and cross-team collaboration to deliver tailored service solutions. A regulatory license/registration is required and visa sponsorship is not offered.