Senior Relationship Manager – Direct Indexing

Jobtailor; Washington (District of Columbia); On-site; USD 120,000 - 160,000; Full time

Job summary

Jobtailor seeks an experienced professional to lead strategic relationships with a portfolio of financial services clients in Washington, DC. The role emphasizes consultative guidance, cross-functional collaboration, and proactive problem solving to advance client loyalty and retention.

The successful candidate will leverage eight+ years of relevant experience, with emphasis on financial services and relationship management, and hold an undergraduate degree (graduate degree preferred).

Qualifications

• Eight years of related work experience.
• Five years in Financial Services and Relationship Management preferred.
• Graduate degree preferred.

Responsibilities

• Manage complex relationships with existing clients.
• Support strategy planning for a book of business.
• Track growth opportunities and drive client retention through consultative guidance.
• Assess client needs through strategic planning and consultations.
• Present recommendations to key client decision makers.
• Resolve complex client issues related to products, services, or processes.
• Lead development and implementation of solutions to meet client needs.
• Collaborate across functions to provide cross-team ownership for client solutions.

Skills

Consultative Guidance

Problem Solving

Communication

Education

Undergraduate degree

Graduate degree

Job description

Responsibilities

• Manages complex relationships with existing clients
• Supports strategy planning for a book of business
• Tracks growth opportunities, contributes to business planning activities, and drives client retention and loyalty through strategic and consultative guidance
• Proactively assesses client needs through strategic planning and consultations
• Recommends service and operational enhancements
• Present recommendations to key client decision makers
• Resolves complex client issues related to products, services, or processes
• Drives the development and implementation of potential solutions to meet client needs
• Leverages experience and internal network to determine creative solutions for clients, often requiring cross-functional collaboration and cross-team ownership
• Uses advanced knowledge of Vanguard funds, products, and services compared to our competitors
• Strategically positions Vanguard's products and services and enhances client loyalty
• Participates in special projects and performs other duties as assigned

Requirements

• Minimum of eight years related work experience
• Five years experience in Financial Services and Relationship Management strongly preferred
• Undergraduate degree or equivalent combination of training and experience
• Graduate degree preferred
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)

Soft Skills

• Consultative Guidance
• Problem Solving
• Communication

Certifications & Qualifications

• FINRA License
• State License
• SFC Registration