Senior Relationship Manager

4 days ago


Portland, Oregon, United States Vanguard Full time

Job Summary:

The Senior Relationship Manager will identify, build, and develop new relationships and business opportunities with Registered Investment Advisors (RIAs) through in-person interactions. The ideal candidate will have a strong understanding of the investment management industry and be able to effectively position Vanguard's products and services.

Key Responsibilities:

  • Generate new relationships and broaden existing relationships with RIAs using a combination of electronic and in-person communication.
  • Seek to understand the philosophy, preferences, and dynamics of RIAs and their client base.
  • Act as a trusted advisor/consultant in matching client needs with Vanguard resources.
  • Drive results by raising awareness of Vanguard's investments, products, and related services.
  • Deliver key Vanguard messages through targeted activities including in-person meetings, virtual visits, phone calls, and attendance at national and regional industry conferences.
  • Demonstrate a high level of expertise of capital markets, the investment management industry, and marketplace developments.
  • Utilize this expertise, along with product knowledge, to be a credible resource to clients and prospects and to effectively position Vanguard products and services.
  • Achieve established sales and activity goals within the spirit of Vanguard's Code of Ethics.
  • Develop and implement a strategic sales plan to effectively identify quality new business relationships and retain currently relationships while leveraging Vanguard capabilities for maximum success.
  • Develop strong relationships with senior and executive management of prospect and client organizations.
  • Coach, collaborate, and provide insight and direction to less experienced sales executives, internal sales executives, and key internal stakeholders and partners.
  • Efficiently and effectively manage time to ensure prompt and accurate work on administrative tasks and responsibilities.
  • Meaningfully contribute to Vanguard's corporate initiatives – helps shape the vision, drive work forward, develop solutions, and ensure successful implementation/adoption.

Qualifications:

  • Ten years related experience.
  • Five years in a senior level client or prospect relationship role in the RIA Channel required.
  • Eight years of sales experience is preferred.
  • Undergraduate degree or equivalent combination of training and experience.
  • Graduate degree preferred.
  • CFA, CFP, or CIMA preferred.
  • FINRA Series 7 & 63, or ability to acquire within 90 days.


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