Relationship Executive, Senior Specialist-West Region

Our Group(1 month ago)

HybridFull TimeSenior$118,950 - $159,171 (estimated)Workplace Solutions (Institutional)

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.

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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.com

New 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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