Relationship Manager- Wealth Management

Our Group(1 month ago)

HybridFull TimeSenior$137,585 - $182,902 (estimated)Advice & Wealth Management

About this role

Relationship Manager in Vanguard’s Advice & Wealth Management division responsible for overseeing a book of self-directed ultra-high-net-worth clients holding $5–25M in Vanguard assets. The role focuses on delivering exceptional experiences through education, guidance, and tailored solutions to help clients achieve long-term financial goals. It includes development and deepening of client relationships within a mission-driven investment organization.

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Required Skills

Relationship Management
Client Service
Wealth Management
Estate Planning
Trusts
Private Equity
Charitable Giving
Investment Products
Regulatory Compliance
Consultative Sales

+2 more

Qualifications

SIE
Series 7
Series 63
Series 65
Series 66
FINRA Registration
Bachelor's Degree

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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