Relationship Specialist

Support custodian and treasury bank relationships and services. Develops short and long-range strategic objectives in support of bank relationships. Provides advice and consultative support to internal and external partners. Supports process improvements and service level enhancements, and recommends risk mitigation practices and resolutions.

Support custodian and treasury bank relationships and services. Develops short and long-range strategic objectives in support of bank relationships. Provides advice and consultative support to internal and external partners. Supports process improvements and service level enhancements, and recommends risk mitigation practices and resolutions.

**About Vanguard**

More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.

Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.

**Team & Opportunity**

Responsible for managing custodian and treasury bank relationships, ensuring seamless service delivery and strategic alignment. Develops and executes both short
- and long-term objectives to strengthen banking partnerships. Provides expert guidance and consultative support to internal stakeholders and external partners. Drives process improvements and service enhancements, while identifying and recommending risk mitigation strategies and solutions.

**Core Responsibilities**
- Develops strategic objectives and short and long-range goals in support of bank relationships. Works with internal business units and global management to plan and execute operational plans in support of departmental, divisional and corporate objectives.
- Provides consultative support to internal business units. Assesses business needs and identifies service improvement opportunities.
- Partners with senior management t;o establish the service expectations, structure, and target service levels. Supports the development of key reporting measures to capture internal client feedback.
- Establishes and maintains relationships with internal and external clients, business partners and custody banks. Develops and applies business unit's ideology and methodology to services provided in managing bank service relationship.
- Develops and maintains strong understanding of the industry. Recommends process changes to reduce risk, lower costs, increase client satisfaction and efficiencies, and identify new solutions.
- Participates in special projects and performs other duties as assigned.

**Qualifications**
- Minimum of five years related work experience, with at least two years of broad banking related experience. Supervisory experience preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- CPA, CTP, or other financial designation preferred.

**Inclusion Statement**

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

**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.