Senior Relationship Manager, Direct Indexing Solutions

Archer; Oakland (CA); Híbrido; USD 150.000 - 230.000; Jornada completa

Descripción de la vacante

Vanguard seeks a Senior Relationship Manager to be a key client-facing resource for personalized indexing solutions. You will collaborate with financial advisors, client service teams, and portfolio managers to drive growth and client success.

The role requires strong communication, investment knowledge, and the ability to operate independently in a fast-paced environment. A FINRA license and SMA experience are highly valued.

Formación

• Eight+ years of related work experience.
• FINRA Series 7 license ability to obtain.
• Experience presenting investment concepts to senior audiences.
• Experience with SMAs, portfolio management, wealth management.

Responsabilidades

• Develop and maintain relationships with financial advisors and advisor organizations.
• Present investment strategies and personalized indexing concepts to audiences.
• Collaborate with client service, portfolio management, training and business development teams.
• Translate complex investment concepts into clear, actionable insights.
• Conduct portfolio analysis and risk discussions using analytics tools.
• Support advisor education on personalized indexing solutions.

Conocimientos

Relationship management

Investment knowledge

SMA / portfolio management experience

Advisor communications

Presentation skills

Educación

Undergraduate degree

Graduate degree preferred

CFA designation or progress

FINRA Series 7 license (ability to obtain)

Herramientas

MSCI Barra risk models

FactSet analytics

Descripción del empleo

Vanguard seeks a Senior Relationship Manager to be a key client-facing resource for personalized indexing solutions. You will collaborate with financial advisors, client service teams, and portfolio managers to drive growth and client success.

The role requires strong communication, investment knowledge, and the ability to operate independently in a fast-paced environment. A FINRA license and SMA experience are highly valued.