... 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 ...
... 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 ...
... 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 ...
... 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 ...
This program is an opportunity to develop transferable skills, clarify your career interests, and grow within an organization that plays a critical role in advancing charitable giving across the ...
Quick apply
This program is an opportunity to develop transferable skills, clarify your career interests, and grow within an organization that plays a critical role in advancing charitable giving across the ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... Vanguard investment management and Vanguard bank reconciliation including Foundation cash ... relevant IRS tax filings (charitable gift annuity 1099-Rs, trust 990-pfs, foundation 990 ...
... Vanguard investment management and Vanguard bank reconciliation including Foundation cash ... relevant IRS tax filings (charitable gift annuity 1099-Rs, trust 990-pfs, foundation 990 ...
Financial Services and SCC Foundation Accountant
Pinehurst, NC · On-site
$61K - $70K/yr
Vanguard investment management and Vanguard bank reconciliation including Foundation cash ... charitable gift annuity 1099-Rs, trust 990-pfs, foundation 990, submitting EFTPS payments)
Financial Services and SCC Foundation Accountant
Pinehurst, NC · On-site
$61K - $70K/yr
Vanguard investment management and Vanguard bank reconciliation including Foundation cash ... charitable gift annuity 1099-Rs, trust 990-pfs, foundation 990, submitting EFTPS payments)
Planned Giving Officer
Los Angeles, CA · On-site
$90K - $95K/yr
... Vanguard Awards Gala. JOB SUMMARY: The Planned Giving Officer is responsible for developing ... charitable gift annuities, trusts, and other deferred gift vehicles. Working closely with the ...
Quick apply
Planned Giving Officer
Los Angeles, CA · On-site
$90K - $95K/yr
... Vanguard Awards Gala. JOB SUMMARY: The Planned Giving Officer is responsible for developing ... charitable gift annuities, trusts, and other deferred gift vehicles. Working closely with the ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Automotive Salesperson
Tucson, AZ · On-site
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Automotive Salesperson
Tucson, AZ · On-site
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Automotive Salesperson
Tucson, AZ · On-site
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Automotive Salesperson
Tucson, AZ · On-site
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
Vanguard 401(k) with company match * Medical insurance, including Flexible Spending Accounts and ... Charitable giving match and charitable paid time off * Equal maternity/paternity leave for tenured ...
(Remote) Tax Senior Associate
Boston, MA · Remote
$83K - $103K/yr
... charitable giving, and any other material financial decision. * Portfolio Management. Our firm ... or Vanguard), and we continuously manage portfolios in an effort to squeeze out every possible ...
Quick apply
(Remote) Tax Senior Associate
Boston, MA · Remote
$83K - $103K/yr
... charitable giving, and any other material financial decision. * Portfolio Management. Our firm ... or Vanguard), and we continuously manage portfolios in an effort to squeeze out every possible ...
(Remote) Tax Senior Associate
Boston, MA · On-site +1
$88K - $110K/yr
... charitable giving, and any other material financial decision. * Portfolio Management. Our firm ... or Vanguard), and we continuously manage portfolios in an effort to squeeze out every possible ...
(Remote) Tax Senior Associate
Boston, MA · On-site +1
$88K - $110K/yr
... charitable giving, and any other material financial decision. * Portfolio Management. Our firm ... or Vanguard), and we continuously manage portfolios in an effort to squeeze out every possible ...
Vanguard Charitable information
What are the key skills and qualifications needed to thrive at Vanguard Charitable, and why are they important?
To thrive at Vanguard Charitable, you typically need a background in finance, philanthropy, or nonprofit management, often supported by a relevant degree. Familiarity with donor-advised fund platforms, CRM systems, and data analysis tools is commonly required. Strong communication, relationship-building, and organizational skills are essential for engaging donors and managing complex charitable initiatives. These qualities ensure effective stewardship of charitable assets, compliance with regulations, and the ability to support donors in achieving their philanthropic goals.
What is the difference between Vanguard Charitable vs Fundraiser?
| Aspect | Vanguard Charitable | Fundraiser |
|---|---|---|
| Primary Role | Managing charitable contributions and donor-advised funds | Organizing fundraising campaigns and soliciting donations |
| Required Credentials | Knowledge of philanthropy, nonprofit regulations | Communication skills, fundraising experience |
| Work Environment | Nonprofit organizations, financial institutions | Nonprofits, charities, event venues |
| Industry Usage | High in financial services and philanthropy sectors | Common in nonprofit and charitable sectors |
Vanguard Charitable focuses on managing donor-advised funds and facilitating charitable giving, while fundraisers primarily organize campaigns and solicit donations. Both roles require knowledge of nonprofit operations but differ in responsibilities and work settings.
What is Vanguard Charitable and what do they do?
Vanguard Charitable is a nonprofit organization that helps individuals, families, and organizations manage and maximize their charitable giving through donor-advised funds (DAFs). As an independent public charity, they provide donors with a streamlined way to contribute assets, receive immediate tax benefits, and recommend grants to their favorite charities over time. Their mission is to increase philanthropy and its impact in the United States by making charitable giving simple, strategic, and effective.
What types of teams and departments do employees at Vanguard Charitable typically collaborate with, and how does this collaboration impact daily responsibilities?
At Vanguard Charitable, employees often work closely with teams such as client services, compliance, technology, and investment management. This cross-departmental collaboration is essential for delivering high-quality donor-advised fund solutions and ensuring regulatory compliance. On a daily basis, staff might participate in joint meetings, coordinate on donor requests, or troubleshoot issues with colleagues from different functional areas. This collaborative environment not only makes the work dynamic but also provides opportunities to learn from peers and develop a well-rounded skill set.
Full-time
Posted 12 days ago
Vanguard rating
8.7
Based on 60 frontline employees who took The Breakroom Quiz
16th of 146 rated financial services
Job description
Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers!
In this role, you'll manage a book of business composed of self-directed ultra-high-net-worth clients, each holding between $5-25 million in Vanguard assets. You'll be at the forefront of delivering exceptional experiences through education, guidance, and tailored solutions - empowering clients to make informed decisions and achieve their long-term goals.
Core Responsibilities
1. Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience.
2. Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance - helping clients achieve their long-term goals.
3. Engage in meaningful conversations on sophisticated topics such as partnering with advice, increasing share of wallet, private equity, trusts, margin, and charitable giving, expanding your expertise and client impact.
4. Support strategic planning for your book of business and contribute to growth initiatives and client retention efforts.
5. Foster strong relationships by connecting with clients through genuine curiosity, empathy, and a deep understanding of their financial aspirations.
6. Deliver exceptional client service by proactively addressing inquiries, resolving issues efficiently, and ensuring a seamless experience across all touchpoints.
7. Demonstrate credibility through deep technical knowledge of Vanguard's products and services, proactively finding opportunities to strengthen client relationships. Comprehensive training will be provided to support your success in this area.
Grow With Us
We're hiring for two levels of the Relationship Manager role - each offering a unique opportunity to manage a book of ultra-high-net-worth clients and build deep expertise in wealth management topics. Whether you're looking to expand your impact or take the next step in your career, you'll be supported every step of the way with comprehensive training, onboarding, and a culture that invests in your success!
Qualifications
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 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.
In this role, you'll manage a book of business composed of self-directed ultra-high-net-worth clients, each holding between $5-25 million in Vanguard assets. You'll be at the forefront of delivering exceptional experiences through education, guidance, and tailored solutions - empowering clients to make informed decisions and achieve their long-term goals.
Core Responsibilities
1. Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience.
2. Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance - helping clients achieve their long-term goals.
3. Engage in meaningful conversations on sophisticated topics such as partnering with advice, increasing share of wallet, private equity, trusts, margin, and charitable giving, expanding your expertise and client impact.
4. Support strategic planning for your book of business and contribute to growth initiatives and client retention efforts.
5. Foster strong relationships by connecting with clients through genuine curiosity, empathy, and a deep understanding of their financial aspirations.
6. Deliver exceptional client service by proactively addressing inquiries, resolving issues efficiently, and ensuring a seamless experience across all touchpoints.
7. Demonstrate credibility through deep technical knowledge of Vanguard's products and services, proactively finding opportunities to strengthen client relationships. Comprehensive training will be provided to support your success in this area.
Grow With Us
We're hiring for two levels of the Relationship Manager role - each offering a unique opportunity to manage a book of ultra-high-net-worth clients and build deep expertise in wealth management topics. Whether you're looking to expand your impact or take the next step in your career, you'll be supported every step of the way with comprehensive training, onboarding, and a culture that invests in your success!
Qualifications
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.