Senior Manager, Head of Operation Client Relationships-Financial Advisor Services

Vanguard • Malvern, PA • 3h ago

At Vanguard, we are reimagining how we engage with financial advisors and the home office, custodians and platforms that serve them. As the Senior Manager, Head of Operation Client Relationships for our Financial Advisor Services (FAS) business, you will lead the development of a best-in-class operational client experience strategy, curated to drive product distribution success for our advisor-facing teams. To execute this strategy, you will lead a large team of Relationship Managers aligned to our most strategically important clients.

This role reports to the Head of Strategic Client Operations and partners closely with sales leadership, enablement, investment, technology, and legal experts to expand operational client relationships across the industry.

What it Takes

Crew Leadership and Engagement: Leads team of relationship managers who serve Vanguard's largest, most complex distribution partners. Hires, develops, coaches, and evaluates crew to reach their potential. Creates a high performing culture based on a foundation of psychological safety and relentless focus on Vanguard's mission.

Client Strategy: Work side by side with sales leader peers to understand critical distribution objectives. Define the relationship needs and operational infrastructure required to enable those objectives, and champion and actively implement these needs with direct reports, with clients and internal partners.

Client Relationship Management: Works alongside direct reports and sales peers to build strong relationships with client leadership teams. Serve as the face of Vanguard to executive teams at client firms. Build trust and rapport with leaders across multiple business lines in order to deeply understand their priorities. Engage more broadly externally through industry conferences, forums, and working groups.

Internal Ecosystem: Lead a team of peers, and their broader organizations, to deeply understand the client experience strategy and priorities for improvement. Collaborate with peers to prioritize resources to deliver process, technology, policy and service improvements for clients.

Incident Resolution: Manage periodic, urgent client requests, and client contingency issues that span from sales, trading, operations and technology needs. Maintain composure to effectively lead internal and external partners through issues to resolution.

Summary

We're seeking a strategic and experienced leader who can balance leading a large team, engaging with clients, and strategic execution. You've led client-facing, operational and/or sales enablement teams in asset management, wealth, or financial advisor services environments and know how to translate strategy into action.

You bring a deep understanding of relationship dynamics, people leadership, and collaboration best practices-and you know how to influence across a matrixed organization to drive alignment and impact.

Qualifications

10+ years of leadership experience in financial services client facing roles, relationship management and operations.

Proven success in developing and motivating crew to serve clients with excellence.

Executive presence and influence skills both with clients and internal leadership teams.

Ability to translate distribution goals into actionable client engagement and infrastructure strategies that may span across multiple business lines and clients.

Strong understanding of operational nuances across transfer agencies, ETF brokerage and alternative investment platforms.

Ability to address ambiguous problems, with a track record of partnering across product, investment, legal, technology, and distribution teams to deliver solutions.

This job requires regulatory licenses and registrations as determined by Vanguard's compliance team.

FINRA 7, 63 and 24 required.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Similar Jobs

Personal Banker II- Northern Liberties Banking Office

WSFS Bank • Philadelphia, PA • 4h ago

Finance, Accounting & Banking

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank...

4h ago

Go to Apply

Personal Banker - Roxborough Banking Office

WSFS Bank • Philadelphia, PA • 5h ago

Finance, Accounting & Banking

5h ago

Go to Apply

Business Banking Relationship Manager III

WSFS Bank • Philadelphia, PA • 5h ago

Finance, Accounting & Banking

5h ago

Go to Apply

Commercial Banking Portfolio Coordinator

WSFS Bank • Berwyn, PA • 5h ago

Finance, Accounting & Banking

5h ago

Go to Apply

Personal Banker II- Aston, PA

WSFS Bank • Aston, PA • 5h ago

Finance, Accounting & Banking

Job Description Schedule: Monday - Friday 8 AM - 6 PM, Saturday 9 AM - 1 PM. This is a full-time 40-hour/week position with a flexible rotating weekly schedule and 2-3 Saturdays per month. WSFS Bank's Personal Bankers wi...

5h ago

Go to Apply

Financial Services Tech Consulting - Wealth Asset Management - Manager - Charles River Development

EY • Philadelphia, PA • 20h ago

Finance, Accounting & Banking

Location: New York, Chicago, Boston, Philadelphia, Charlotte and Washington At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take yo...

20h ago

Go to Apply

Accounts Payable Specliast

Beacon Hill Staffing Group • Lansdowne, PA • 23h ago

Finance, Accounting & Banking

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. Our client in Philadelphia is seeking a Accounts Payable Specliast on a Temp to Perm basis Review, verify, and process invo...

23h ago

Go to Apply

Accountant

The Michaels Organization • Camden, NJ • 23h ago

Finance, Accounting & Banking

Overview The Michaels Organization is a national leader in residential real estate offering full-service capabilities in development, property management, construction, and investment. At Michaels, our teammates strive t...

23h ago

Go to Apply

Credit Analyst II

TD Bank • Philadelphia, PA • 1d ago

Finance, Accounting & Banking

Work Location: New York, New York, United States of America Hours: 40 Pay Details: $28.25 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities an...

1d ago

Go to Apply

Trust and Security Finance Lead - Vice President

JPMorgan Chase • Wilmington, DE • 1d ago

Finance, Accounting & Banking

Join the Trust and Security Finance organization in a dynamic role serving as the lead for strategy reporting and forecasting. As a Vice President in the Trust and Security Finance team, you will partner across the firm...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.