Senior Relationship Executive, Institutional (Recordkeeping)

Vanguard; Charlotte (NC); Hybrid; USD 140,000 - 230,000; Full time

Job summary

Vanguard, based in Charlotte, NC, seeks a Relationship Executive to serve as the strategic lead and primary contact for Vanguard’s most intricate institutional client relationships. You will guide clients through critical decisions, deliver seasoned investment and service advice, and foster lifelong partnerships built on trust and performance.

You will collaborate with internal teams to tailor solutions, maintain deep product knowledge, and ensure exceptional client experiences across

Qualifications

• Ten years financial services experience with at least five years of institutional relationship management/sales experience.
• Recordkeeping savvy is required.
• Travel requirement: 25-50%.

Responsibilities

• Lead the most complex recordkeeping and investment-only client relationships with strategic guidance.
• Provide expert consultation on service enhancements and operational decisions.
• Drive proactive client engagement and long-term partnerships.

Skills

Executive relationship management

Strategic advisory

Client service excellence

Cross-functional collaboration

Education

Bachelor's degree or equivalent

Graduate degree preferred

Job description

Vanguard, based in Charlotte, NC, seeks a Relationship Executive to serve as the strategic lead and primary contact for Vanguard’s most intricate institutional client relationships. You will guide clients through critical decisions, deliver seasoned investment and service advice, and foster lifelong partnerships built on trust and performance.

You will collaborate with internal teams to tailor solutions, maintain deep product knowledge, and ensure exceptional client experiences across