Relationship Manager, Specialist

Vanguard UK

Not specified; not specified; not specified
Hybrid
5+ years related work experience
3 years financial services experience
Finra 6 & 63 regulatory license
Vanguard UK is seeking a Relationship Manager, Specialist to lead and manage complex client relationships in their Workplace Solutions division. This role involves providing expert consultation and enhancing client experiences for high-value recordkeeping and investment-only clients

Job Summary

  • This role serves as the strategic lead for Vanguard's most complex and high-value recordkeeping and investment-only client relationships within the West territory.
  • The position requires cultivating long-term partnerships built on trust, proactive engagement, and deep industry expertise to drive sustained client loyalty.
  • Vanguard operates with a hybrid working model designed to capture flexibility while enabling in-person learning and collaboration across its mission-driven culture.

Matching Summary

Match Score: 85

Vanguard UK is seeking a Relationship Manager, Specialist to lead and manage complex client relationships in their Workplace Solutions division. This role involves providing expert consultation and enhancing client experiences for high-value recordkeeping and investment-only clients.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 5+ years related work experience
  • 3 years financial services experience
  • FINRA 6 & 63 regulatory license
  • Recordkeeping and retirement plan administration expertise
  • Senior executive level relationship development

Nice-to-have

  • Existing recordkeeping client relationships in region
  • Strong investment competence and product knowledge
  • Ability to navigate sophisticated organizations
  • Experience with defined contribution plans like 401(k)

Key Requirements

  • Minimum five years of related work experience
  • Undergraduate degree or equivalent combination of training
  • Required FINRA 6 & 63 regulatory licenses
  • Savvy in recordkeeping and retirement plan administration
  • No visa sponsorship available for this position

Work Rights

Not specified

Tailored Resume

Cover Letter