Senior VPI Relationship Manager

3 weeks ago


Oakland, California, United States Vanguard Full time

About Vanguard Personalized Indexing (VPI)

Vanguard is helping financial advisors use the precision of Vanguard Personalized Indexing (VPI) to deliver on their clients' investing goals. Our technology-driven indexing tools provide customization and transparent tax optimization for end-investors.

Key Responsibilities

  • Partner with Vanguard's Advisor and VPI Sales teams to drive VPI adoption.
  • Deepen relationships with Vanguard Personalized Indexing clients through education and support.
  • Leverage industry experience to drive VPI growth and organization development.

Job Requirements

  • Minimum of seven years related work experience.
  • Advanced knowledge of direct indexing/personalized indexing competitive landscape.
  • Knowledge of portfolio optimization and performance attribution analytics a plus.

About Vanguard

Vanguard is a mission-driven company that aspires to create a work environment that is inclusive, equitable, and diverse.

How We Work

Vanguard has implemented a hybrid working model for its crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.



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