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60 Vanguard Group Client Relationship Associate Jobs Hiring Near You

Vanguard Group, Inc.

Senior Wealth Advisor

Houston, TX · On-site

By communicating Vanguard's investment philosophy and making recommendations that consider client ... and relationship management. * Experience applying trust and estate planning knowledge to help ...

Vanguard Group, Inc.

Senior Wealth Advisor

Tampa, FL · On-site

By communicating Vanguard's investment philosophy and making recommendations that consider client ... and relationship management. * Experience applying trust and estate planning knowledge to help ...

Vanguard Group, Inc.

Senior Wealth Advisor

Miami, FL · On-site

By communicating Vanguard's investment philosophy and making recommendations that consider client ... and relationship management. * Experience applying trust and estate planning knowledge to help ...

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Vanguard Jobs Information

Do workers at Vanguard get paid breaks?

Yes. Most people get paid breaks.
74% of people say they get paid breaks.
Based on data from 31 people who took the Breakroom Quiz between December 2024 and July 2026.

Does Vanguard pay people when they’re sick?

Yes. Most people get paid when they’re sick.
83% of people say they would get paid if they were sick but scheduled to work.
Based on data from 59 people who took the Breakroom Quiz between December 2024 and July 2026.

At Vanguard, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
75% of people say they have to use vacation days when they’re out sick.
Based on data from 24 people who took the Breakroom Quiz between May 2025 and July 2026.

Is the health insurance from Vanguard affordable enough for their workers?

Most people say the health insurance costs are okay.
98% of people say the health insurance costs are okay
Based on data from 40 people who took the Breakroom Quiz between March 2025 and July 2026.

Do people get paid time off at Vanguard?

Most people get paid time off work.
90% of people say they get paid time off.
Based on data from 30 people who took the Breakroom Quiz between May 2025 and July 2026.

How far ahead of time do people find out their work schedule?

Only some people find out their schedule four weeks ahead of time.
  • 40% of people with changing schedules find out their shifts one week or less ahead of time.
  • 13% of people with changing schedules find out their shifts two weeks ahead of time.
  • 7% of people with changing schedules find out their shifts three weeks ahead of time.
  • 40% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 15 people who took the Breakroom Quiz between December 2024 and November 2025.

Do workers at Vanguard worry about hours?

Most people don’t worry about getting enough hours.
93% of people report they don’t worry about getting enough hours.
Based on data from 27 people who took the Breakroom Quiz between December 2024 and March 2026.

Do Vanguard workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
39% report that they don’t have enough control over which shifts they work.
Based on data from 31 people who took the Breakroom Quiz between December 2024 and September 2025.

How easy is it for Vanguard workers to change shifts?

Some people find it hard to change shifts.
37% of people report that it’s hard to change shifts if they need to.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and March 2026.

How easy is it to get time off at Vanguard?

Most people find it easy to get time off.
87% of people report it’s easy to get time off.
Based on data from 55 people who took the Breakroom Quiz between December 2024 and July 2026.

Do Vanguard managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and March 2026.

Do jobs at Vanguard spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
21% of people report that their job takes up time that they don’t get paid for.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and March 2026.

How easy is it to take sick days at Vanguard?

Most people find it easy to take sick days.
90% of people report that it’s easy to take time off if they are sick.
Based on data from 58 people who took the Breakroom Quiz between December 2024 and July 2026.

Is a Vanguard job good for students?

Most students say this is a good place to work if you’re studying.
100% of students report this is a good place to work if you’re studying.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

Is working at Vanguard good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 12 people who took the Breakroom Quiz between December 2024 and May 2026.

Do people at Vanguard feel treated with respect by their managers?

Most people feel treated with respect by their managers.
93% of people say they’re treated with respect by their managers.
Based on data from 57 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people at Vanguard get to take their breaks without interruption?

Most people get breaks without interruption.
83% of people report that they get to take their breaks without interruption.
Based on data from 59 people who took the Breakroom Quiz between December 2024 and July 2026.

Is it stressful to work at Vanguard?

Some people feel stressed here.
52% of people say they often feel stressed at work.
Based on data from 56 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people at Vanguard enjoy their jobs?

Only some people enjoy their job.
37% of people report they don’t enjoy their job.
Based on data from 52 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people at Vanguard recommend working with their team?

Only some people recommend working with their team.
36% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 64 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people get enough training when they start at Vanguard?

Most people got enough training when they started.
76% of people report they got enough training when they started working here.
Based on data from 55 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people get support to advance at Vanguard?

Most people are given support to advance their career here.
In the last year, 78% of people report being given support to advance their career here.
Based on data from 55 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people think Vanguard’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
68% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 50 people who took the Breakroom Quiz between December 2024 and July 2026.

Do workers feel well informed about how Vanguard is doing?

Most people feel well informed about how the company is doing.
70% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 54 people who took the Breakroom Quiz between December 2024 and July 2026.

What other companies are hiring for Client Relationship Associate jobs?

What are the most popular jobs at Vanguard Group?

Market Director - Large Market RIA, New England

Vanguard Group, Inc.

Boston, MA • On-site

Full-time

Re-posted 11 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description

Vanguard is seeking a seasoned and successful sales professional with deep relationships in the RIA space to join our Large Market team as a Market Director. This role is part of a senior sales team and maintains a 1:1 partnership with an internal sales executive. You will be responsible for territory management, pipeline development, and day-to-day execution across Massachusetts, Vermont, New Hampshire, Maine, and Rhode Island
As the Market Director - Large Market RIA, Northeast, your focus will be on the growth and retention of assets among RIAs with $500M+ in AUM. This model is designed to enable deeper, more strategic engagement with a high-priority book-averaging ~130 clients per territory. You will drive market share and net cash flow by executing custom strategies tailored to the unique needs of large firms.
About Vanguard
At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, clients, advisors, and institutions have entrusted $11 trillion in AUM to us.
Vanguard's Financial Advisor Services is the largest and fastest growing division within Vanguard. Our sales team serves broker dealers, RIAs, and bank clients by consulting them on their business and offering up investment products, research, and non-investment solutions to our clients, both to home office decision makers and advisors alike. We aim to be the "advisor to the advisor," bringing the full breadth and depth of Vanguard to each interaction. The RIA Large Market Sales Executive identifies, builds, and develops new relationships in the independent advisor community, through in-person interactions.
Vanguards CEO, Salim Ramji has emphasized a strong focus on fixed income, and our aim will be to continue to show the value of Vanguard fixed income to the financial advisor community. Vanguard is a leader in both indexed and active products, but there is an opportunity for us to do more to bring superior performance at lower costs to the RIA community. We have the potential to disrupt industry with our growing, world-class lineup of fixed income funds while remaining a leader in indexed equities.
What it takes
  • Generates and deepen relationships with large Registered Investment Advisors (RIAs), focused on those with $500M+ in AUM, with at least 60%+ of interactions in-person. Seeks to understand the philosophy, structure, and strategic priorities of each firm, acting as a trusted advisor in aligning Vanguard's capabilities with client needs.
  • Drives results and outcomes, with a strong emphasis on fixed income solutions and custom strategy execution. Delivers key messages through targeted engagements including in-person meetings, virtual visits, phone calls, and participation in national, regional, and local events.
  • Builds and maintains a pipeline of high-quality sales opportunities, evidencing wins regularly within a strategically curated book of ~150 high-priority clients.
  • Demonstrates deep expertise in capital markets, investment management, and industry trends. Leverages this knowledge to position Vanguard's offerings credibly and consultatively, especially in areas where we aim to disrupt-like fixed income.
  • Develops and executes a strategic sales plan focused on depth over breadth, enabling stronger retention, loyalty, and asset growth.
  • Build strong relationships across the firm, not just with investment decision-makers, but across entire organizations. Supports event strategy, expands fields of play, and helps bring the full breadth of Vanguard to each client.
  • Collaborate closely with internal sales partners in a 1:1 model, sharing ownership of territory strategy, prospecting, and execution. Coaches and supports less experienced sales executives and internal stakeholders.
  • Embraces technology and experimentation to enhance the sales process and client experience. Uses data and insights to prioritize efforts and optimize territory performance.
  • Efficiently manages administrative responsibilities and contributes meaningfully to Vanguard's corporate initiatives-helping shape strategy, drive execution, and support adoption across the organization.

Qualifications
  • Minimum ten years related experience. At least five years sales experience required.
  • Undergraduate degree or equivalent combination of training and experience.
  • FINRA Series 7 & 63 required.

Special Factors
  • Candidate must be currently based in territory or be willing to relocate.
  • Territory covers Massachusetts, New Hampshire, Vermont, Maine, and Rhode Island.
  • Existing relationships and connectivity in the Massachusetts, New Hampshire, Vermont, Maine, and Rhode Island market is strongly preferred.
  • Knowledge of fixed income markets and preferred fixed income investment landscape.
  • Knowledge of direct indexing preferred.
  • CFA 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.

What Vanguard employees say

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