Strategic Account Manager driving long - term value creation in Dental Solutions division at Solventum. Leading relationships with dental key customers and managing complex negotiations across the UAE.
About the role
- Relationship Manager managing a book of ultra-high-net-worth clients for Vanguard. Delivering tailored solutions and guidance to help clients achieve their long-term financial goals while providing exceptional service.
Responsibilities
- Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience.
- Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance — helping clients achieve their long-term goals.
- Engage in meaningful conversations on sophisticated topics such as partnering with advice, increasing share of wallet, private equity, trusts, margin, and charitable giving, expanding your expertise and client impact.
- Support strategic planning for your book of business and contribute to growth initiatives and client retention efforts.
- Foster strong relationships by connecting with clients through genuine curiosity, empathy, and a deep understanding of their financial aspirations.
- Deliver exceptional client service by proactively addressing inquiries, resolving issues efficiently, and ensuring a seamless experience across all touchpoints.
- Demonstrate credibility through deep technical knowledge of Vanguard’s products and services, proactively finding opportunities to strengthen client relationships.
Requirements
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC), the SIE, Series 7 and 63/65 or 66 (or equivalent).
- A strong foundation in managing a book of business within financial services — ideally 3+ years of experience.
- Experience building trusted relationships with high-net-worth or ultra-high-net-worth clients (2+ years preferred).
- A consultative mentality and a passion for guiding clients through financial services solutions.
- Confidence in discussing topics like ETFs, mutual funds, legacy and estate planning, charitable giving, and other wealth management related conversations.
- A bachelor’s degree or equivalent experience that showcases your ability to learn and lead.
Benefits
- Comprehensive training will be provided to support your success in this area
- Relocation assistance is available for candidates who qualify
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Donor Relations & Corporate Partnerships Manager driving individual support among donors at various levels. Building relationships and managing donor communications in a hybrid role based in Philadelphia.
Credit Analyst cum Relationship Manager for FIG clients at UOB. Managing credit assessments, deal execution, and client relationships in a hybrid model.
Senior Account Manager at Intragen managing key IAM accounts within the Benelux region. Focused on client relationship growth and business development in cybersecurity solutions.
Channel Partner Manager driving revenue in EMEA for a cybersecurity SaaS startup. Building partner programs and enabling partners in an international team environment.
Account Manager role at FUNNOW Group managing dining partnerships in Taipei City. Driving innovative experiences and optimizing business relationships in the hospitality sector.
Lead B2B Partnerships & Trade Marketing for ESN, focusing on diverse European markets. Role includes developing strategies, enabling sales teams, and ensuring brand alignment with Germany.
Clinical Sales Account Manager driving sales for Baxter's healthcare solutions. Building trust with healthcare professionals and collaborating with teams to achieve revenue goals.
Account Manager overseeing operational management of campaigns and projects for TMS Global. Providing support to clients, ensuring compliance, and enhancing service offerings.
Partnerships Officer supporting donor recruitment for UK's stem cell registry. Managing relationships with partners and identifying new engagement opportunities.