Vanguard
A High Net Worth Client Case Representative at Vanguard supports Personal Investor clients through sensitive and impactful financial moments, acting as a trusted advisor during onboarding, ownership changes, and inheritance events. The role emphasizes simplifying complex financial processes and representing Vanguard’s mission to act in clients’ best interests.
Company Size
1-10 employees
Vanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.
Ethics: We Are Committed To Exemplary Behavior
3 days ago
REPLY: The Board of Directors approved the draft financial statements for the year 2025
2 hours ago
Investing in Sumii Inc., the Developer of Fully-Serviced Apartments Targeting Foreign Residents
7 hours ago
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Vanguard.
'We started with a second-hand minivan – our group tour travel firm is now a £30m business'
Nov 7, 2025
High Net Worth Client Case Representative
The Vanguard Group, Inc.
Manager, High Net Worth Relationship Managers
Vanguard Australia
Ultra High Net Worth Client Case Representative, Senior Associate
The Vanguard Group, Inc.
High Net Worth Service Associate - Smithfield, RI
Fidelity
Senior Financial Planning Specialist, High Net Worth Planning Services
Osaic
High Net Worth Bond Desk Consultant
Fidelity