• Client Excellence, Senior Specialist

    Vanguard (Malvern, PA)


    OverviewThis role is responsible for developing and executing the Registered Investment Adviser (RIA) ​channel strategy for client engagement and events. The ideal candidate is client-obsessed, entrepreneurial, and able to balance strategic planning with hands-on execution. They will build strong client relationships, manage complex initiatives, and create impactful experiences that drive growth and loyalty.

    Key Qualifications & Experience

    + Deep commitment to delivering an exceptional client experience.

    + Proven experience in client relationship management and sales.

    + Ability to think strategically while executing tactical plans.

    + Strong organizational skills and ability to manage ambiguity and complexity.

    + Experience with event planning, marketing, and territory-level initiatives.

    + Understanding of the Registered Investment Adviser (RIA) industry and intermediary business models.

    + Skilled in stakeholder engagement and collaboration across senior leadership.

    + Self-starter with ownership mindset and ability to build new processes.

    + Entrepreneurial approach with ability to lead and innovate.

    Responsibilities

    + Develop and implement the annual RIA Channel event and engagement strategy in partnership with leadership.

    + Manage co-marketing budgets and prioritize high-impact opportunities.

    + Build strong client relationships and identify opportunities for mutually beneficial partnerships.

    + Plan and oversee territory events, conferences, and loyalty initiatives.

    + Drive executive-level connectivity between the firm and top clients.

    + Maintain timelines, best practices, and reporting for all events and initiatives.

    + Lead business problem diagnosis, research, and analysis; synthesize insights into actionable recommendations.

    + Prepare and deliver presentations, reports, and thought leadership materials.

    + Monitor industry trends and advise leadership on competitive insights.

    + Participate in special projects and other duties as assigned.

    + Self-starter with strong ownership and accountability.

    + Collaborative and skilled in stakeholder management.

    + Highly organized with ability to manage complexity.

    + Strategic thinker who sees the big picture while executing details.

    Education & Experience

    + Minimum 8 years of relevant experience in sales, client strategy, or event management.

    + Bachelor’s degree required; advanced degree preferred.

     

    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.