The Advice & Wealth Solutions Methodology team is looking for curious and passionate candidates who are interested in playing a critical role in the design and delivery of Vanguard’s advice solutions. The Methodology team is responsible for transforming Vanguard’s financial planning and portfolio construction thought leadership into clear and actionable methodologies. We then partner with internal teams and external vendors to build client-centric advice solutions, which are embedded into our various advice offers.
Here, you will pair investment expertise, analytical skills, and technical acumen to design and deliver next generation advice solutions. This dynamic role provides the opportunity to feel your impact on the investment outcomes of hundreds of thousands of investors and fosters development of deep subject matter expertise in various investment and financial planning methodologies. Finally, this role provides the opportunity to partner with a diverse set of stakeholders, including the teams responsible for Vanguard’s investment strategy, advice offer strategy, and advice solution delivery.
Core Responsibilities
Leads the development of changes to Vanguard's methodology. Partners with subject matter experts and our technology division to design solutions that meet changing business needs, regulatory requirements, and position Vanguard's advice ahead of external competitive developments.
Serves as an expert on the application of Vanguard's methodology in the development of client investment strategies, construction of portfolios, and/or delivery of financial planning advice.
Researches, analyzes, and provides recommended changes to our investments, portfolio construction, and wealth planning guidance. Ensures compliance with Vanguard methodology and investment guidelines while applying knowledge of the external business environment and its implications on Vanguard's strategic direction.
Anticipates implications, dependencies, and risks of methodology programs, and creatively solutions and escalates accordingly.
Serves as a subject matter expert for crew and leaders. Develops and conducts methodology training activities for all crew delivering advice to clients.
Develops an expert-level understanding of overall financial markets and the related legal, tax, and regulatory issues that impact Vanguard's methodology.
Serves as a mentor and coach to less-tenured crew and contributes to their development.
Participates in special projects and performs other duties as assigned
Qualifications
Minimum of five years related work experience. Direct experience with financial & investment advice, digital product management, or analyst responsibilities preferred.
Undergraduate degree or equivalent combination of training and experience.
CFP or CFA preferred.
Proficiency with Microsoft Excel, Python, or other analytical applications preferred.
Ability to learn new investment or financial planning concepts quickly.
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.
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What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
