Senior Relationship Manager, Investment Solutions (Hybrid)

Vanguard; Scottsdale (AZ); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Vanguard is seeking a Senior Relationship Manager in Scottsdale to serve as a key client-facing representative for personalized indexing and separately managed accounts. You will partner with financial advisors, client service teams, and portfolio management professionals to drive growth and client success.

The role demands strong communication, investment knowledge, and the ability to work independently in a fast-paced environment, while delivering clear insights and a superior client

Qualifications

• Eight years of related work experience or more.
• Undergraduate degree or equivalent; graduate degree preferred.
• Series 7 license is required.
• Experience working directly with financial advisors, advisory firms, institutional clients, or investment-related stakeholders.
• Strong verbal and written communication skills, including presenting concepts to senior audiences.
• Experience with SMAs, portfolio management, wealth management, or related investment solutions.

Responsibilities

• Develop and maintain relationships with financial advisors and advisor organizations.
• Serve as a trusted point of contact for client and advisor communications.
• Present investment strategies, portfolio concepts, and personalized indexing capabilities to audiences.
• Collaborate with client service, portfolio management, training, and business development teams.
• Translate complex investment concepts into clear, actionable insights.
• Provide expertise on SMAs, portfolio construction, investment management, and related solutions.
• Conduct portfolio analysis, attribution, and risk discussions using analytics tools.
• Support advisor education efforts on personalized indexing solutions and outcomes.
• Contribute to strategic client initiatives and business development efforts.
• Identify opportunities to strengthen advisor relationships and client engagement.

Skills

Relationship management

Investment concepts

Communication skills

SMAs knowledge

Portfolio management

Advisors experience

Education

Bachelor's degree or higher

Graduate degree preferred

Tools

MS Office

Investment analytics tools

Job description

Vanguard is seeking a Senior Relationship Manager in Scottsdale to serve as a key client-facing representative for personalized indexing and separately managed accounts. You will partner with financial advisors, client service teams, and portfolio management professionals to drive growth and client success.

The role demands strong communication, investment knowledge, and the ability to work independently in a fast-paced environment, while delivering clear insights and a superior client