BA
BarkleySVP, Direct Investments
Senior Vice President driving vision and operational excellence for Direct Investments at BarkleyOKRP. Leading large investment teams with a focus on Local Media Markets across the US.
VA
Hybrid Senior Manager, Head of Operations – Client Relationships, Financial Advisor Services
Posted 2 weeks ago
About the role
- 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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