What it takes

• Manages Vanguard's most complex recordkeeping and investment - only plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs. Identifies opportunities to elevate the client experience, enhance service delivery, and strengthen loyalty through proactive, best - in - class consultative guidance.

• Proactively assesses client needs through ongoing strategic planning and high - value consultations. Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution. Clearly articulates recommendations to senior client decision makers to drive informed outcomes.

• Leads the resolution of complex client issues related to products, services, and processes. Develops and implements creative, forward - looking solutions that meet or exceed client expectations and reinforce Vanguard ' s reputation for excellence.

• Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients. Facilitates cross - functional collaboration and shared ownership to deliver integrated, client - centric outcomes.

• Maintains expert - level knowledge of Vanguard funds, products, services, and competitive positioning. Applies deep investment expertise to provide long - term strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty.

• Contributes to enterprise initiatives, participates in special projects, and performs additional responsibilities as assigned to support departmental and organizational objectives.

Qualifications

• Minimum of five years related work experience. Three years experience in Financial Services and Relationship Management preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). In particular the 6 & 63 will be required.
• Recordkeeping (retirement plan administration) savvy is required. Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity.
• Undergraduate degree or equivalent experience or equivalent combination of training and experience.
• Ability to work a hybrid schedule in which one is required to work onsite every Tuesday, Wednesday and Thursday in our Scottsdale, AZ location
• Travel requirement: 25-50%

Special Factors

• Existing recordkeeping client relationships and connectivity in the assigned region is a plus.

• Investment competence is a plus.

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.