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Senior Relationship Manager, Broker Relations

ExperiencedNo visa sponsorship
Vanguard logo

at Vanguard

Asset Management

Posted 3 days ago

No clicks

**Senior Relationship Manager, Broker Relations** - Vanguard is seeking a strategic and experienced Senior Relationship Manager to own and develop key broker/dealer relationships. This role involves designing and executing relationship management strategies, advocating internally, and engaging externally with senior leaders and market participants. The ideal candidate will have 5+ years of relevant experience and a strong understanding of capital markets and investment management. This hybrid role requires on-site presence at our Malvern, PA offices three days a week. Visa sponsorship is not offered for this position.

Compensation
Not specified USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

As a Senior Relationship Manager within Broker Relations, you will serve as a central point of accountability for Vanguards strategic broker/dealer relationships, partnering across Investment Management and corporate functions to maximize the value of these partnerships.

You will be responsible for developing and executing relationship strategies, advocating for Vanguards interests externally, and connecting internal stakeholders with broker capabilities to support Vanguards investment outcomes and client mission. This role offers meaningful exposure to senior leadership and market participants across the global financial ecosystem.

Relationship Ownership & Strategy

  • Own and manage a portfolio of strategic broker/dealer relationships as the primary point of contact for Vanguard

  • Design and execute relationship management strategies and annual plans aligned to business priorities

  • Drive relationship outcomes that enhance trading capabilities, market access, and long-term strategic value

Internal Advocacy & Stakeholder Engagement

  • Act as a trusted partner to internal stakeholders (e.g., Fixed Income, Equity, ETF Capital Markets, PRD) by representing their needs with external brokers

  • Build deep understanding of internal business priorities to ensure broker engagements are aligned and value-additive

  • Connect senior Vanguard leaders with broker counterparts to strengthen firm-to-firm relationships when appropriate

External Relationship Management

  • Develop and maintain senior-level relationships with broker leadership across trading, sales, and management teams

  • Serve as a credible and informed advocate for Vanguard, influencing outcomes through strong negotiation and relationship skills

  • Identify opportunities to deepen partnerships and expand engagement across broker platforms

Governance, Insights & Continuous Improvement

  • Lead regular relationship reviews, business updates, and senior engagement forums to drive accountability and transparency

  • Evaluate broker performance, service quality, and overall satisfaction; identify opportunities for improvement

  • Surface emerging risks, vulnerabilities, and market developments impacting broker relationships

Collaboration & Team Contribution

  • Partner closely with analysts and team members to leverage data, reporting, and insights to inform decision-making

  • Contribute to broader team priorities, initiatives, and strategic projects

  • Foster a collaborative, high-performing team environment aligned with Vanguards mission and values

Minimum Qualifications

  • Undergraduate degree or equivalent combination of education and experience

  • 5+ years of relevant experience in relationship management, capital markets, asset management, or a related field

Preferred Qualifications

  • Demonstrated experience managing institutional financial relationships (e.g., brokers, banks, asset managers)

  • Strong understanding of capital markets, trading workflows, and investment management

  • Proven track record of influencing outcomes across complex organizations

  • Experience working with senior stakeholders and executive audiences

  • Demonstrated interest in or experience leveraging data, analytics, or AI-enabled tools to drive insights, improve processes, or enhance decision-making

This role is part of our hybrid work model with three days a week required in our offices in Malvern PA. Fully remote work is not available for this role.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe'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.

Senior Relationship Manager, Broker Relations

Compensation

Not specified USD

City: Not specified

Country: United States

Vanguard logo
Asset Management

3 days ago

No clicks

at Vanguard

ExperiencedNo visa sponsorship

**Senior Relationship Manager, Broker Relations** - Vanguard is seeking a strategic and experienced Senior Relationship Manager to own and develop key broker/dealer relationships. This role involves designing and executing relationship management strategies, advocating internally, and engaging externally with senior leaders and market participants. The ideal candidate will have 5+ years of relevant experience and a strong understanding of capital markets and investment management. This hybrid role requires on-site presence at our Malvern, PA offices three days a week. Visa sponsorship is not offered for this position.

Full Job Description

As a Senior Relationship Manager within Broker Relations, you will serve as a central point of accountability for Vanguards strategic broker/dealer relationships, partnering across Investment Management and corporate functions to maximize the value of these partnerships.

You will be responsible for developing and executing relationship strategies, advocating for Vanguards interests externally, and connecting internal stakeholders with broker capabilities to support Vanguards investment outcomes and client mission. This role offers meaningful exposure to senior leadership and market participants across the global financial ecosystem.

Relationship Ownership & Strategy

  • Own and manage a portfolio of strategic broker/dealer relationships as the primary point of contact for Vanguard

  • Design and execute relationship management strategies and annual plans aligned to business priorities

  • Drive relationship outcomes that enhance trading capabilities, market access, and long-term strategic value

Internal Advocacy & Stakeholder Engagement

  • Act as a trusted partner to internal stakeholders (e.g., Fixed Income, Equity, ETF Capital Markets, PRD) by representing their needs with external brokers

  • Build deep understanding of internal business priorities to ensure broker engagements are aligned and value-additive

  • Connect senior Vanguard leaders with broker counterparts to strengthen firm-to-firm relationships when appropriate

External Relationship Management

  • Develop and maintain senior-level relationships with broker leadership across trading, sales, and management teams

  • Serve as a credible and informed advocate for Vanguard, influencing outcomes through strong negotiation and relationship skills

  • Identify opportunities to deepen partnerships and expand engagement across broker platforms

Governance, Insights & Continuous Improvement

  • Lead regular relationship reviews, business updates, and senior engagement forums to drive accountability and transparency

  • Evaluate broker performance, service quality, and overall satisfaction; identify opportunities for improvement

  • Surface emerging risks, vulnerabilities, and market developments impacting broker relationships

Collaboration & Team Contribution

  • Partner closely with analysts and team members to leverage data, reporting, and insights to inform decision-making

  • Contribute to broader team priorities, initiatives, and strategic projects

  • Foster a collaborative, high-performing team environment aligned with Vanguards mission and values

Minimum Qualifications

  • Undergraduate degree or equivalent combination of education and experience

  • 5+ years of relevant experience in relationship management, capital markets, asset management, or a related field

Preferred Qualifications

  • Demonstrated experience managing institutional financial relationships (e.g., brokers, banks, asset managers)

  • Strong understanding of capital markets, trading workflows, and investment management

  • Proven track record of influencing outcomes across complex organizations

  • Experience working with senior stakeholders and executive audiences

  • Demonstrated interest in or experience leveraging data, analytics, or AI-enabled tools to drive insights, improve processes, or enhance decision-making

This role is part of our hybrid work model with three days a week required in our offices in Malvern PA. Fully remote work is not available for this role.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe'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.