Relationship Manager, Senior Specialist
VanguardPennsylvania, United States
Posted February 19, 2026
Full Time
About the Company
Vanguard is a mission-driven company that helps financial advisors use the precision of Vanguard Personalized Indexing to deliver on their clients' increasingly sophisticated investing goals.
Job Description
The Senior Specialist will partner with advisor and VPI sales teams to drive adoption of VPI, deepen relationships with clients, and leverage industry experience to drive growth of the VPI product and organization.
Requirements
- Minimum of five years related work experience
- Five years in Direct indexing / Personalized Indexing, SMA, and Sales/Relationship Management strongly preferred
- Advanced knowledge of direct indexing/personalized indexing competitive landscape
- Knowledge of portfolio optimization, performance attribution analytics a plus
- Undergraduate degree or equivalent combination of training and experience. Graduate degree and/or advanced investment designation (CFA) preferred
Benefits
- Paid Time Off
- 401k Matching
- Retirement Plan
- Relocation Assistance