Senior VPI Relationship Manager

4 weeks ago

Oakland, United States Vanguard Full time

About Vanguard Personalized Indexing (VPI)
Vanguard is helping more financial advisors use the precision of Vanguard Personalized Indexing (VPI), our proprietary direct indexing SMA solution, to deliver on their clients’ increasingly sophisticated investing goals.  Our simple, technology-driven, and innovative indexing tools provide unprecedented customization and transparent tax optimization for their end-investors.


As a key contributor to the strategy and growth of Vanguard Personalized Indexing (VPI) this VPI expert will:

  • Partner with Vanguard’s Advisor and VPI Sales teams to drive adoption of VPI by new clients.
  • Deepen relationships with Vanguard Personalized Indexing clients (financial advisors) through education and support with direct indexing use cases, strategy development, and ongoing portfolio needs.
  • Leverage industry experience and competitive knowledge to drive ongoing growth of the VPI product and organization, liaising with Sales, Client Service, Marketing, and Product teams.

In this role you will:

  • Serve as the “advisor to the advisor” through an expert knowledge of Vanguard Personalized Indexing methodology, and an exceptional ability to articulate the value of Direct Indexing/Personalized Indexing to clients.
  • In close partnership with Sales, co-manage and deepen relationship with VPI clients through Personalized Indexing portfolio analysis and construction, ongoing expansion of advisor use cases and adoption, and solutions for intricate end-investor needs.
  • Exhibit deep financial acumen; be an expert on direct indexing/personalized indexing and factor strategies.
  • Consult on the design of custom Vanguard Personalized Indexing strategies and portfolios.
  • Work closely with other client facing teams (e.g., Sales, Client Service, ESG analysts), and Portfolio Management to deliver an exceptional experience to clients throughout their Personalized Indexing journey with Vanguard.
  • Provide guidance, support, and coaching to other Vanguard Personalized Indexing crew interacting with large or complex clients. Assist in the strengthening of at-risk relationships.
  • Resolve complex client issues related to products, services, or processes. Drive improvements to meet evolving client needs and expectations.
  • Leverage industry experience to determine cross-functional solutions to complex client needs.
  • Participate in special projects and perform other duties as assigned.

Qualifications

  • Minimum of seven years related work experience. Five years in Direct indexing / Personalized Indexing, SMA, and Sales/Relationship Management strongly preferred.
  • Advanced knowledge of direct indexing/personalized indexing competitive landscape.
  • Knowledge of portfolio optimization, performance attribution analytics a plus
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree and/or advanced investment designation (CFA) preferred.
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
  • FINRA Series 65 or 66, or ability to acquire within department guidelines is required.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.

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