Senior Client Advocate

1 day ago


Charlotte, North Carolina, United States Vanguard Full time

At Vanguard, we are seeking a talented Senior Client Advocate to join our Wealth Management team.

About the Role

This is an exciting opportunity for a skilled professional to deepen loyalty with existing self-directed clients by anticipating their needs and demonstrating expertise to align solutions through education and guidance. The ideal candidate will support strategy planning for a book of business, model growth opportunities, contribute to business planning activities, and support client account retention.

The successful candidate will have a minimum of three years related work experience, preferably in Relationship Management and managing a book of business. An undergraduate degree or equivalent combination of training and experience is also required. This role follows a hybrid working model where we are in the office Tuesday, Wednesday and Thursday & work remotely on Monday and Friday.

Key Responsibilities
  • Deepen loyalty with existing self-directed clients by anticipating needs and demonstrating expertise to align solutions through education and guidance.
  • Support strategy planning for a book of business, model growth opportunities, contribute to business planning activities, and support client account retention.
  • Bring an attitude of genuine curiosity to personally connect with clients in order to evaluate their needs through consultations.
Required Skills and Qualifications
  • Minimum of three years related work experience, preferably in Relationship Management and managing a book of business.
  • Undergraduate degree or equivalent combination of training and experience.
  • Graduate degree preferred.
Estimated Salary: $120,000 - $150,000 per year

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