Strategic Relationship Executive, Institutional Clients

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

Job summary

Vanguard’s Relationship Executive role in Malvern requires leading top client relationships with strategic insight and senior‑level collaboration. You will drive consulting on service enhancements, navigate critical decisions, and foster long‑term partnerships that sustain client loyalty.

The position emphasizes deep investment knowledge, cross‑functional teamwork, and a track record of managing complex recordkeeping and investment‑only relationships.

Qualifications

• Ten years financial services experience with at least five years of institutional relationship management/sales experience.
• Recordkeeping-savvy with retirement plan administration.
• Ability to develop senior/executive level relationships and navigate complex organizations.

Responsibilities

• Serve as the strategic lead and primary contact for Vanguard’s most complex, high‑value client relationships.
• Provide expert consultation on service enhancements and guide critical operational decisions.
• Develop long‑term partnerships built on trust, proactive engagement, and industry expertise.

Skills

Relationship management

Financial services

Executive relationships

Strategic guidance

Education

Undergraduate degree or equivalent experience

Job description

Vanguard’s Relationship Executive role in Malvern requires leading top client relationships with strategic insight and senior‑level collaboration. You will drive consulting on service enhancements, navigate critical decisions, and foster long‑term partnerships that sustain client loyalty.

The position emphasizes deep investment knowledge, cross‑functional teamwork, and a track record of managing complex recordkeeping and investment‑only relationships.