Senior Relationship Manager, Personalized Indexing & SMAs

The Vanguard Group; Oakland (CA); Hybrid; USD 150,000 - 210,000; Full time

Job summary

The Vanguard Group in the United States seeks a Senior Relationship Manager to serve as a key client-facing representative for a personalized indexing platform. You will partner with financial advisors, client service teams, and portfolio managers to support growth and client success.

You will build trusted relationships, deliver presentations, and translate complex concepts for diverse audiences, while collaborating across teams to enhance client experience and drive results in a fast-paced

Qualifications

• Eight years of related work experience.
• Undergraduate degree; graduate degree preferred.
• FINRA Series 7 license obtained or able to obtain.
• Experience with financial advisors, advisory firms, institutional clients, or investment stakeholders.
• Strong written and verbal communication for senior audiences.
• Experience with SMAs, portfolio management, investment management, wealth management, or related solutions.

Responsibilities

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

Skills

Communication

Relationship management

Investment knowledge

Senior-level presentations

SMAs & portfolio management

Education

Undergraduate degree

Graduate degree preferred

CFA designation or progress

Tools

MSCI Barra risk models

FactSet analytics

Job description

The Vanguard Group in the United States seeks a Senior Relationship Manager to serve as a key client-facing representative for a personalized indexing platform. You will partner with financial advisors, client service teams, and portfolio managers to support growth and client success.

You will build trusted relationships, deliver presentations, and translate complex concepts for diverse audiences, while collaborating across teams to enhance client experience and drive results in a fast-paced