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Senior Relationship Manager, Specialist in Scottsdale – spearheading complex Vanguard client records and investment strategies.
Seeking over 5+ years in financial services, FINRA licensed, with a passion for strategic client engagement and recordkeeping excellence.
Title and Location
Title: Relationship Manager, Specialist
Location: Scottsdale, AZ
What it takes
- · Manages Vanguard’s most complex recordkeeping and investment ‑ only plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs.
- · Proactively assesses client needs through ongoing strategic planning and high ‑ value consultations. Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution. Clearly articulates recommendations to senior client decision makers to drive informed outcomes.
- · Leads the resolution of complex client issues related to products, services, and processes. Develops and implements creative, forward ‑ looking solutions that meet or exceed client expectations and reinforce Vanguard ’ s reputation for excellence.
- · Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients. Facilitates cross ‑ functional collaboration and shared ownership to deliver integrated, client ‑ centric outcomes.
- · Maintains expert ‑ level knowledge of Vanguard funds, products, services, and competitive positioning. Applies deep investment expertise to provide long ‑ term strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty.
- · Contributes to enterprise initiatives, participates in special projects, and performs additional responsibilities as assigned to support departmental and organizational objectives.
Qualifications
- 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.
- Undergraduate degree or equivalent experience or equivalent combination of training and experience.
- 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
- · Existing recordkeeping client relationships and connectivity in the assigned region is a plus.
- · Investment competence is a plus.
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.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in‑person learning, collaboration, and connection. We believe our mission‑driven and highly collaborative culture is a critical enabler to support long‑term client outcomes and enrich the employee experience.