Client Excellence, Senior Specialist

2 weeks ago

Malvern, PA, United States Vanguard Full time

OverviewThis role is responsible for developing and executing the Registered Investment Adviser (RIA) ​channel strategy for client engagement and events. The ideal candidate is client-obsessed, entrepreneurial, and able to balance strategic planning with hands-on execution. They will build strong client relationships, manage complex initiatives, and create impactful experiences that drive growth and loyalty.

Key Qualifications & Experience

  • Deep commitment to delivering an exceptional client experience.

  • Proven experience in client relationship management and sales.

  • Ability to think strategically while executing tactical plans.

  • Strong organizational skills and ability to manage ambiguity and complexity.

  • Experience with event planning, marketing, and territory-level initiatives.

  • Understanding of the Registered Investment Adviser (RIA) industry and intermediary business models.

  • Skilled in stakeholder engagement and collaboration across senior leadership.

  • Self-starter with ownership mindset and ability to build new processes.

  • Entrepreneurial approach with ability to lead and innovate.

Responsibilities

  • Develop and implement the annual RIA Channel event and engagement strategy in partnership with leadership.

  • Manage co-marketing budgets and prioritize high-impact opportunities.

  • Build strong client relationships and identify opportunities for mutually beneficial partnerships.

  • Plan and oversee territory events, conferences, and loyalty initiatives.

  • Drive executive-level connectivity between the firm and top clients.

  • Maintain timelines, best practices, and reporting for all events and initiatives.

  • Lead business problem diagnosis, research, and analysis; synthesize insights into actionable recommendations.

  • Prepare and deliver presentations, reports, and thought leadership materials.

  • Monitor industry trends and advise leadership on competitive insights.

  • Participate in special projects and other duties as assigned.

  • Self-starter with strong ownership and accountability.

  • Collaborative and skilled in stakeholder management.

  • Highly organized with ability to manage complexity.

  • Strategic thinker who sees the big picture while executing details.

Education & Experience

  • Minimum 8 years of relevant experience in sales, client strategy, or event management.

  • Bachelor’s degree required; advanced degree preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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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