Senior Institutional Relationship Executive

Vanguard; Malvern (Chester County); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Vanguard seeks a Relationship Executive to lead the most complex recordkeeping and investment‑only client relationships. You will provide strategic consultation, guide critical decisions, and foster long-term partnerships built on trust and proactive engagement.

In this role you will maintain expert knowledge of Vanguard funds and services, collaborate with internal experts, and drive high-value outcomes for senior sponsors across multiple regions. A regulatory license may be required.

Qualifications

• Ten years financial services experience with at least five years of institutional relationship management/sales experience.
• Recordkeeping (retirement plan administration) savvy is required.
• Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity.
• This job requires a regulatory license and/or registration (e.g., FINRA, state, SFC). Will be determined by Compliance based on role-specific duties.
• Travel requirement: 25-50%

Responsibilities

• Manages Vanguard’s most complex recordkeeping and investment‑only plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs.
• Identifies opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through proactive, best‑in‑class consultative guidance.
• Leads the resolution of complex client issues related to products, services, and processes.
• Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients.
• Maintains expert‑level knowledge of Vanguard funds, products, services, and competitive positioning.
• Contributes to enterprise initiatives, participates in special projects, and performs additional responsibilities as assigned to support departmental and organizational objectives.

Skills

Executive relationships

Strategic planning

Consultative guidance

Cross-functional collaboration

Education

Undergraduate degree or equivalent experience

Job description

Vanguard seeks a Relationship Executive to lead the most complex recordkeeping and investment‑only client relationships. You will provide strategic consultation, guide critical decisions, and foster long-term partnerships built on trust and proactive engagement.

In this role you will maintain expert knowledge of Vanguard funds and services, collaborate with internal experts, and drive high-value outcomes for senior sponsors across multiple regions. A regulatory license may be required.