Relationship Executive, Workplace Solutions

Vanguard is a leading investment management company dedicated to serving investors. As a Relationship Executive, you will manage high-value client relationships, providing expert consultation and ensuring exceptional service delivery to cultivate long-term partnerships.

Responsibilities:

• Manages Vanguard’s most complex recordkeeping and investment‑only plan sponsor relationships by applying a deep understanding of client history, strategic priorities, and evolving needs
• Proactively assesses client needs through ongoing strategic planning and high‑value consultations
• Recommends service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution
• Clearly articulates recommendations to senior client decision makers to drive informed outcomes
• Leads the resolution of complex client issues related to products, services, and processes
• Develops and implements creative, forward‑looking solutions that meet or exceed client expectations and reinforce Vanguard’s reputation for excellence
• Engages key internal subject matter experts and leverages an extensive internal network to design tailored service solutions for clients
• Facilitates cross‑functional collaboration and shared ownership to deliver integrated, client‑centric outcomes
• Maintains expert‑level knowledge of Vanguard funds, products, services, and competitive positioning
• Applies deep investment expertise to provide long‑term strategic guidance and reinforce Vanguard as the provider of choice, driving sustained partnership and loyalty
• Contributes to enterprise initiatives, participates in special projects, and performs additional responsibilities as assigned to support departmental and organizational objectives