Senior Relationship Executive – Institutional Clients (Hybrid)

Vanguard; Scottsdale (AZ); Hybrid; USD 160,000 - 210,000; Full time

Job summary

Vanguard is seeking a Relationship Executive to lead Vanguard’s most complex and high‑value recordkeeping and investment‑only client relationships. You will provide expert consultation on service enhancements, guide clients through critical operational and strategic decisions, and cultivate long‑term partnerships built on trust, proactive engagement, and deep industry expertise.

In this role you will engage cross‑functional teams, maintain expert knowledge of Vanguard funds and offerings, and

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.
• Undergraduate degree or equivalent experience or equivalent combination of training and experience.
• 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.
• Proactively assesses client needs through ongoing strategic planning and high-value consultations. Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution.
• Leads the resolution of complex client issues related to products, services, and processes. Develops and implements creative, forward-looking solutions that meet or exceed client expectations and reinforce Vanguard’s reputation for excellence.
• 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

Relationship management

Strategic planning

Executive communication

Education

Bachelor's degree

Job description

Vanguard is seeking a Relationship Executive to lead Vanguard’s most complex and high‑value recordkeeping and investment‑only client relationships. You will provide expert consultation on service enhancements, guide clients through critical operational and strategic decisions, and cultivate long‑term partnerships built on trust, proactive engagement, and deep industry expertise.

In this role you will engage cross‑functional teams, maintain expert knowledge of Vanguard funds and offerings, and