Client Excellence, Senior Specialist
Our Group(2 months ago)
About this role
This role leads the Registered Investment Adviser (RIA) channel strategy for client engagement and events, focused on driving growth, loyalty, and long-term client outcomes. The ideal candidate is client-obsessed and entrepreneurial, combining strategic planning with hands-on execution to create impactful experiences. The position operates within a collaborative environment and partners with leadership to advance the firm’s mission for clients’ financial well-being.
Required Skills
- Client Management
- Sales
- Strategy
- Event Planning
- Stakeholder Engagement
- Project Management
- Marketing
- Analysis
- Presentation
- Budgeting
Qualifications
- Bachelor’s Degree
- Advanced Degree Preferred
About Our Group
vanguardjobs.comNew Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.
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