Employee Benefits Account Manager servicing and maintaining client accounts while supporting clients’ needs effectively. Working closely with colleagues and clients to ensure satisfaction and growth opportunities.
About the role
- Relationship Manager serving as strategic lead for complex recordkeeping and investment-only client relationships at Vanguard. Cultivating partnerships and guiding clients through operational and strategic decisions.
Responsibilities
- Serves as the strategic lead and primary point of contact for Vanguard’s most complex and high‑value recordkeeping and investment‑only client relationships
- Provides expert consultation on service enhancements
- Guides clients through critical operational and strategic decisions
- Ensures consistently exceptional experience
- Cultivates long‑term partnerships built on trust, proactive engagement, and deep industry expertise
- Identifies opportunities to elevate client experience and enhance service delivery
- Recommends service, operational, and process enhancements
Requirements
- 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)
- Recordkeeping (retirement plan administration) savvy is required
- Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity
- Travel requirement: 25-50%
Benefits
- Hybrid working model
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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