Vanguard Group
Dallas, TX, USA
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...