Vanguard

Relationship Manager- Wealth Management

Dallas/Ft. Worth, TX
✓ Verified live on the employer's own system · added 12 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 3+ years

Skills & tools

Account Management

Benefits — mentioned in this posting

Remote / flexibleRelocation
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Full job description

We're looking for relationship-driven financial services professionals who are excited to grow, connect, and make a meaningful impact. If you bring the following, we'd love to review your application:

- 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. - A strong foundation in managing a book of business within financial services - ideally 3+ years of experience. - Experience building trusted relationships with high-net-worth or ultra-high-net-worth clients (2+ years preferred). - A consultative mentality and a passion for guiding clients through financial services solutions. - Confidence in discussing topics like ETFs, mutual funds, legacy and estate planning, charitable giving, and other wealth management related conversations. - A bachelor's degree or equivalent experience that showcases your ability to learn and lead.

This role follows Vanguard's hybrid working model - in-office Tuesdays through Thursdays, remote Mondays and Fridays - designed to support flexibility and collaboration.

Note: Relocation assistance is available for candidates who qualify.

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.

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This posting was published by Vanguard on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.