Relationship Manager- Wealth Management
Vanguard
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.
Skills
Qualifications
About Vanguard
vanguardjobs.comVanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.
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About Vanguard
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Vanguard.
Salary
$138k – $183k
per year