Senior VPI Relationship Manager
3 weeks ago
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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