Client Excellence, Senior Specialist

Overview This 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. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.