Relationship Manager- Wealth Management

What you’d do

Serve as primary contact for self-directed ultra-high-net-worth clients with $5–25 million in Vanguard assets, guiding them on advice, trusts, margin, private equity, and charitable giving while growing and retaining your book of business. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Financial services experience
• Relationship management with ultra-high-net-worth clients
• Managing a book of business
• Client retention and growth skills