2 jobs found in Plano, TX

Do you enjoy developing experienced advisors to help them delight clients and create value? Are you energized by shaping client engagement strategies, coaching through complexity, and influencing how a wealth management business evolves? Are you looking for a leadership role where your judgment, perspective, and ability to develop others truly matter? As a UHNW Wealth Advisor, Senior Manager you'll lead a team of Senior Wealth Advisors serving high-net-worth clients with $5M-$15M in managed assets. Vanguard's Wealth Management business stands apart through its client-first ownership structure, long-term investment philosophy, and ability to deliver a suite of solutions including planning, investments, estate planning and trust solutions, private equity, and more. In this role, you'll bring that differentiated offer to life by coaching advisors, strengthening client relationships, and shaping how advisors engage their clients and manage their books of business. You'll partner...

Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers! In this role, you'll manage a book of business composed of self-directed ultra-high-net-worth clients, each holding between $5-25 million in Vanguard assets. You'll be at the forefront of delivering exceptional experiences through education, guidance, and tailored solutions - empowering clients to make informed decisions and achieve their long-term goals. Core Responsibilities 1. Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience. 2. Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance - helping clients achieve their long-term goals. 3. Engage in meaningful...