Finance and Insurance Consultant delivering tailored finance solutions for customers at Eagers Automotive. Engaging with customers and collaborating with sales teams in a dynamic dealership environment.
VA
Hybrid Senior Manager, Head of Operations – Client Relationships, Financial Advisor Services
Posted 2 months ago
About the role
- Senior Manager directing operational client experience strategies for financial advisor services at Vanguard, leading relationship management teams and engaging critical distribution partners.
Responsibilities
- Lead the development of a best-in-class operational client experience strategy
- Execute strategy with a large team of Relationship Managers
- Work side by side with sales leader peers to understand critical distribution objectives
- Build strong relationships with client leadership teams
- Manage periodic, urgent client requests, and client contingency issues
Requirements
- 10+ years of leadership experience in financial services client facing roles, relationship management and operations
- Proven success in developing and motivating crew to serve clients with excellence
- Executive presence and influence skills both with clients and internal leadership teams
- Strong understanding of operational nuances across transfer agencies, ETF brokerage and alternative investment platforms
- Ability to address ambiguous problems, with a track record of partnering across product, investment, legal, technology, and distribution teams to deliver solutions
- This job requires regulatory licenses and registrations as determined by Vanguard’s compliance team. FINRA 7, 63 and 24 required.
Benefits
- Competitive salary
- Hybrid working model with enhanced flexibility
- Professional development opportunities
- Collaboration and connection in person for learning
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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