Vanguard

Manager, High Net Worth Relationship Managers

Malvern, PA

Sponsorship not specifiedDetected 6 days ago

SalesHRLeadershipCollaborationMentoring

About the role

Core Responsibilities - Hires, evaluates, and supervises crew.
Influences changes among the team to improve end-to-end processes and meet client needs. - Participates in solution development with internal colleagues and cross-functional teams.
Qualifications - Minimum of five years related work experience.

Three years of experience in Financial Services.
This job requires FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines.
Minimum of five years related work experience. Three years of experience in Financial Services. Relationship Management and Sales experience preferred.
Previous sales leadership experience preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
This role requires one to work a hybrid schedule coming onsite to Malvern, PA every Tuesday, Wednesday and Thursday.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

Hires, evaluates, and supervises crew.
Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions.
Assists in the recovery and strengthening of at-risk relationships by coaching Relationship Managers to demonstrate empathy and deeply understanding client needs.
Reviews team performance and identifies trends, suggests improvements, and provides analysis/feedback to Relationship Managers.
Resolves complex client issues related to products or processes by taking ownership and delivering consistently with excellence.
Influences changes among the team to improve end-to-end processes and meet client needs.
Participates in solution development with internal colleagues and cross-functional teams.

Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

This listing is sourced directly from Vanguard's careers page and normalized into a canonical job model.