Senior Relationship Manager — Direct Indexing Solutions

Vanguard; Malvern (Chester County); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Vanguard in Malvern, PA, seeks a Senior Relationship Manager to serve as a key client-facing representative for a personalized indexing platform, partnering with financial advisors, client service teams, and portfolio professionals to drive growth and client success. The role requires building trusted advisor relationships and delivering investment presentations across diverse audiences.

The successful candidate will collaborate across teams to translate complex concepts into actionable

Qualifications

• Minimum of eight years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• Obtained or ability to obtain FINRA Series 7 license.
• Experience working directly with financial advisors, advisory firms, institutional clients, or investment-related stakeholders.
• Strong verbal and written communication skills, including the ability to present investment concepts to senior-level audiences.
• Experience with separately managed accounts (SMAs), portfolio management, investment management, wealth management, or related investment solutions.

Responsibilities

• Develop and maintain relationships with financial advisors and advisor organizations to support business growth and client satisfaction.
• Serve as a trusted point of contact for client and advisor communications related to personalized investment solutions.
• Present investment strategies, portfolio concepts, and personalized indexing capabilities to advisors, prospective clients, and small-group audiences.
• Partner with client service, portfolio management, training, and business development teams to deliver a seamless client experience.
• Translate complex investment concepts into clear, actionable insights for diverse audiences.
• Provide expertise related to separately managed accounts (SMAs), portfolio construction, investment management, and personalized indexing solutions.
• Conduct portfolio analysis, performance attribution, and risk-related discussions using investment analytics tools and frameworks.
• Support advisor education efforts by helping stakeholders understand personalized indexing solutions and portfolio outcomes.
• Contribute to strategic client initiatives, projects, and business development activities.
• Proactively identify opportunities to improve client engagement and strengthen advisor relationships.

Skills

Relationship management

Investment knowledge

SMA experience

Portfolio management

Communication skills

Presentation skills

Advisors experience

Education

Bachelor's degree

Graduate degree preferred

Job description

Vanguard in Malvern, PA, seeks a Senior Relationship Manager to serve as a key client-facing representative for a personalized indexing platform, partnering with financial advisors, client service teams, and portfolio professionals to drive growth and client success. The role requires building trusted advisor relationships and delivering investment presentations across diverse audiences.

The successful candidate will collaborate across teams to translate complex concepts into actionable