Complex recordkeeping and investment-only relationships
Strategic lead and primary point of contact
Expert consultation on service enhancements
Vanguard UK is seeking a Relationship Manager, Specialist to manage complex client relationships within their Workplace Solutions division. The role requires strong expertise in recordkeeping and investment management, along with a focus on enhancing client experiences and partnerships
Job Summary
This role is responsible for the West territory’s book of business that consists of $200 million - $1 billion plan sponsor client relationships where Vanguard has a recordkeeping and/or investment relationship.
As the Relationship Manager, Specialist you will serve as the strategic lead and primary point of contact for Vanguard’s most complex and high‑value recordkeeping and investment‑only client relationships.
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.
Matching Summary
Match Score: 85
Vanguard UK is seeking a Relationship Manager, Specialist to manage complex client relationships within their Workplace Solutions division. The role requires strong expertise in recordkeeping and investment management, along with a focus on enhancing client experiences and partnerships.
Skills & Requirements
Must-have
complex recordkeeping and investment-only relationships
strategic lead and primary point of contact
expert consultation on service enhancements
proactive assessment of client needs
resolution of complex client issues
expert-level knowledge of Vanguard funds and products
Nice-to-have
existing recordkeeping client relationships
connectivity in the assigned region
investment competence
Key Requirements
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