Senior Relationship Manager, Investment Solutions

Vanguard; Oakland (CA); Hybrid; USD 130,000 - 190,000; Full time

Job summary

Vanguard seeks a Senior Relationship Manager to partner with financial advisors and client service teams, supporting business growth and client success. You will explain personalized indexing and SMA solutions, build trusted advisor relationships, and deliver engaging investment presentations in a fast-paced environment.

The role requires strong communication and investment knowledge, with the ability to operate independently while collaborating across teams to enhance client experience.

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 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

Financial services

Communication skills

Presentation skills

FINRA Series 7 license

Education

Undergraduate degree

Graduate degree preferred

Tools

MSCI Barra

FactSet Analytics

Job description

Vanguard seeks a Senior Relationship Manager to partner with financial advisors and client service teams, supporting business growth and client success. You will explain personalized indexing and SMA solutions, build trusted advisor relationships, and deliver engaging investment presentations in a fast-paced environment.

The role requires strong communication and investment knowledge, with the ability to operate independently while collaborating across teams to enhance client experience.