Capital Markets Placement
Senior VPI Relationship Manager
Capital Markets Placement, Oakland, CA
About Vanguard Personalized Indexing (VPI)
Vanguard is helping more financial advisors use the precision of Vanguard Personalized Indexing (VPI), our proprietary direct indexing SMA solution, to deliver on their clients' increasingly sophisticated investing goals. Our simple, technology-driven, and innovative indexing tools provide unprecedented customization and transparent tax optimization for their end-investors.
As a key contributor to the strategy and growth of Vanguard Personalized Indexing (VPI) this VPI expert will:
In this role you will:
Qualifications
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.
Our commitment to diversity, equity, and inclusion
Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse-one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we're on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care-for our clients, our communities, and each other.
Vanguard's DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report .
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.
Vanguard is helping more financial advisors use the precision of Vanguard Personalized Indexing (VPI), our proprietary direct indexing SMA solution, to deliver on their clients' increasingly sophisticated investing goals. Our simple, technology-driven, and innovative indexing tools provide unprecedented customization and transparent tax optimization for their end-investors.
As a key contributor to the strategy and growth of Vanguard Personalized Indexing (VPI) this VPI expert will:
- Partner with Vanguard's Advisor and VPI Sales teams to drive adoption of VPI by new clients.
- Deepen relationships with Vanguard Personalized Indexing clients (financial advisors) through education and support with direct indexing use cases, strategy development, and ongoing portfolio needs.
- Leverage industry experience and competitive knowledge to drive ongoing growth of the VPI product and organization, liaising with Sales, Client Service, Marketing, and Product teams.
In this role you will:
- Serve as the "advisor to the advisor" through an expert knowledge of Vanguard Personalized Indexing methodology, and an exceptional ability to articulate the value of Direct Indexing/Personalized Indexing to clients.
- In close partnership with Sales, co-manage and deepen relationship with VPI clients through Personalized Indexing portfolio analysis and construction, ongoing expansion of advisor use cases and adoption, and solutions for intricate end-investor needs.
- Exhibit deep financial acumen; be an expert on direct indexing/personalized indexing and factor strategies.
- Consult on the design of custom Vanguard Personalized Indexing strategies and portfolios.
- Work closely with other client facing teams (e.g., Sales, Client Service, ESG analysts), and Portfolio Management to deliver an exceptional experience to clients throughout their Personalized Indexing journey with Vanguard.
- Provide guidance, support, and coaching to other Vanguard Personalized Indexing crew interacting with large or complex clients. Assist in the strengthening of at-risk relationships.
- Resolve complex client issues related to products, services, or processes. Drive improvements to meet evolving client needs and expectations.
- Leverage industry experience to determine cross-functional solutions to complex client needs.
- Participate in special projects and perform other duties as assigned.
Qualifications
- Minimum of seven years related work experience. Five years in Direct indexing / Personalized Indexing, SMA, and Sales/Relationship Management strongly preferred.
- Advanced knowledge of direct indexing/personalized indexing competitive landscape.
- Knowledge of portfolio optimization, performance attribution analytics a plus
- Undergraduate degree or equivalent combination of training and experience. Graduate degree and/or advanced investment designation (CFA) preferred.
- 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.
- FINRA Series 65 or 66, or ability to acquire within department guidelines is 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.
Our commitment to diversity, equity, and inclusion
Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse-one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we're on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care-for our clients, our communities, and each other.
Vanguard's DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report .
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.