Ultra High Net Worth Client Case Representative, Senior Associate

Our Group(1 month ago)

HybridFull TimeMedior$84,000 - $92,000Advice & Wealth Management

About this role

A position within Vanguard’s Advice & Wealth Management business focused on serving ultra-high-net-worth (UHNW) clients and supporting their long-term financial wellbeing. The role is part of a hybrid-working team and includes structured training, licensing support, and development opportunities. It requires FINRA licensing and operates within Vanguard’s client-focused service model.

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Required Skills

Client Service
Investment Guidance
Relationship Management
Communication
Problem Solving
Compliance
Portfolio Allocation
Sales
Collaboration
Documentation

Qualifications

Undergraduate Degree
SIE
FINRA Series 7
FINRA Series 66 (or ability to obtain within 90 days)

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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