Relationship Manager, Senior Specialist

Vanguard UK

Not specified; not specified; not specified
Hybrid
Direct indexing expertise required
Personalized indexing knowledge essential
Sma portfolio analysis skills needed
This role serves as an expert advisor to financial advisors, driving the adoption of Vanguard Personalized Indexing solutions

Job Summary

  • This role serves as an expert advisor to financial advisors, driving the adoption of Vanguard Personalized Indexing solutions.
  • The position requires deepening relationships with clients through education, strategy development, and ongoing portfolio support.
  • Candidates must exhibit advanced knowledge of direct indexing methodologies and factor strategies to consult on custom portfolio designs.

Matching Summary

This role serves as an expert advisor to financial advisors, driving the adoption of Vanguard Personalized Indexing solutions.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Direct indexing expertise required
  • Personalized indexing knowledge essential
  • SMA portfolio analysis skills needed
  • Advisor relationship management experience
  • Factor strategies understanding required

Nice-to-have

  • Strong cross-functional collaboration skills
  • Experience with complex client issues
  • Ability to coach team members
  • Deep financial acumen preferred
  • Competitive landscape awareness

Key Requirements

  • Minimum five years related work experience
  • Five years in Direct indexing or SMA preferred
  • Undergraduate degree or equivalent training
  • CFA designation or graduate degree preferred
  • No visa sponsorship available

Work Rights

Must have UK work authorization

Tailored Resume

Cover Letter