Ultra High Net Worth Client Case Representative, Senior Associate
Vanguard
About this role
A client-facing role within Vanguard’s Advice & Wealth Management team serving ultra-high-net-worth (UHNW) clients. The position represents Vanguard to clients, builds expertise in Vanguard products and industry trends, and participates in licensing and professional development programs to support long-term client outcomes.
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
$84k – $92k
per year