Relationship Manager Relationship Manager …

The Vanguard Group, Inc
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Competitive
The Vanguard Group, Inc
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Competitive
Relationship Manager
RMG Relationship Manager I Charlotte, NC/en-US/vanguard_external/job/Charlotte-NC/RMG-Relationship-Manager-I_135599/apply

In this role, you will

  • Develop and maintain relationships with an assigned client base. Strengthen the overall client relationship.
  • Build an understanding of immediate client needs. Develop relationship management skills to provide guidance.
  • Resolve client inquiries related to products or services. Solutions may not be readily available and may require additional research or problem solving.
  • Collaborate with internal colleagues to create solutions that resolve client inquiries or improve the client experience.
  • Develop and builds knowledge of Vanguard funds, products, and services to guide clients.
  • Participate in special projects and performs other duties as assigned.

What it takes

  • Minimum of three years related work experience. Two years experience in Relationship and Book Management preferred.
  • Undergraduate degree or equivalent combination of training and experience.

What youll need

  • Series 7 and 63, 65 or 66 (or ability to obtain within 3 months of assuming position).
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

  • Vanguard is not offering visa sponsorship for this position.
  • Relocation available to those who qualify.

If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time as outlined by Vanguards . Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a full background check, including criminal, employment/education history, credit and public records search in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA. Please reference the following with any questions in regard to the licensing requirements of this position.

About Vanguard

We are Vanguard. Together, were changing the way the world invests.

For us, investing doesnt just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose and thats how weve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Lets make it count.

Inclusion Statement

Vanguards continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: Do the right thing.

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguards core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Posted 2 Days AgoFull time135599

Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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