VP of Finance/Head of FP&A building financial function at health value - based care startup. Leading strategic finance, FP&A, and operational finance execution.
VA
Hybrid Senior Manager, Head of Operations – Client Relationships, Financial Advisor Services
Posted 5 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
Financial Project Manager at GoldenTech GmbH responsible for developing scalable financial solutions. Engage with executive management to influence strategic decisions and oversee project finance.
Director responsible for leading the end - to - end rating process and client relationships in Esoteric ABS transactions at S&P Global Ratings. Candidate must have extensive experience in Structured Finance Ratings.
Finance & Accounting Manager collaborating with founders to establish financial structures in a CleanTech startup focused on sustainability in Germany. Direct involvement in financial operations and project accounting for energy projects.
Trainee role in real estate involving insurance and financing. Engaging in customer advice and real estate project collaboration in Berlin.
Assistant Manager in financial services tax helping clients with tax obligations and structuring. Involves compliance management, advisory services, and business development in Singapore.
Senior role in Financial Advisory focusing on valuations and cross - border engagements in APAC region. Involves leading valuation engagements and guiding junior team members.
Investment Analyst at 17Capital specializing in sourcing, analysis, and execution of investments in private equity and credit. Collaborating with a team to manage high - profile financial transactions.
Financial Planner at Meridia analyzing clients' financial situations. Advising on solutions related to life insurance, savings, and retirement planning in a collaborative environment.
Associate Product Manager responsible for private equity investments at an international asset manager in Zurich. Engaging in marketing and product management to support investor relations and fundraising initiatives.