Vanguard

Vanguard

Relationship Manager, Specialist

Scottsdale, AZ

Sponsorship not specified$25k-$50kDetected 2 days ago
Collaboration

About the role

  • Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution.
  • Qualifications - Minimum of five years related work experience.
  • Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

Responsibilities

  • To lead through product and services that transform our clients' lives.
  • To learn and develop our skills as individuals and as a team.

Requirements

  • In particular the 6 & 63 will be required.
  • Undergraduate degree or equivalent experience or equivalent combination of training and experience.
  • Minimum of five years related work experience. Three years experience in Financial Services and Relationship Management preferred.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). In particular the 6 & 63 will be required.
  • Recordkeeping (retirement plan administration) savvy is required. ​ Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity.
  • Ability to work a hybrid schedule in which one is required to work onsite every Tuesday, Wednesday and Thursday in our Scottsdale, AZ location
  • Travel requirement: 25-50%
  • Special Factors
  • Sponsorship
  • About Vanguard
  • At Vanguard, we don't just have a mission-we're on a mission.

Nice to have

  • Existing recordkeeping client relationships and connectivity in the assigned region is a plus.
  • Investment competence is a plus.
  • Vanguard is not offering visa sponsorship for this position.
  • Three years experience in Financial Services and Relationship Management preferred.
  • Undergraduate degree or equivalent combination of training and experience.
  • Graduate degree preferred.

Compensation

  • $25k-$50k

Company info

  • From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
  • We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Visa & Work Authorization

  • Vanguard is not offering visa sponsorship for this position.

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