Relationship Executive, Senior Specialist-West Region
Our Group(1 month ago)
About this role
The Relationship Executive, Senior Specialist for Vanguard’s West Region is the strategic lead and primary contact for $1B+ plan sponsor clients where Vanguard provides recordkeeping and/or investment services. The role focuses on maintaining and growing high‑value institutional relationships by delivering expert consultation and guiding clients through critical operational and strategic decisions. It emphasizes building long‑term, trust‑based partnerships to support client outcomes and Vanguard’s institutional objectives.
Required Skills
- Relationship Management
- Client Consulting
- Strategic Planning
- Issue Resolution
- Cross-Functional Collaboration
- Investment Knowledge
- Recordkeeping
- Stakeholder Engagement
- Communication
- Client Retention
Qualifications
- Undergraduate Degree
- Regulatory License/Registration (e.g., FINRA, State, SFC)
- Graduate 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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