About Vanguard Personalized Indexing (VPI) Vanguard Personalized Indexing (VPI) builds individually customized, direct-indexing, separately managed account (SMA) portfolios for clients of Financial Advisors. Leveraging decades of indexing and trading expertise, VPI provides unrivaled, daily transparency into the tax management, performance, and ESG/religious values of each account, enabling advisors to improve the investment experience and outcome for the clients they serve.
This role will be a key contributor for the strategy and development of Vanguard Personalized Indexing (VPI); This VPI expert will have both client facing and project management responsibilities:
- Support the VPI Distribution team with client engagements, sales strategy and project management. You will have the opportunity to influence both clients considering VPI and the strategy of the VPI Distribution organization.
- Deepen relationships between the VPI organization and our partners in Sales across FAS.
- Assist in the creation of client development strategies
- Work hand-in-hand with senior leaders and sales executives across Advisor Solutions, VPI, and the FAS Sales Channels.
- Build strong relationships internally, liaising with Sales, Client Service, Marketing, and Product teams
In this role you will:
- In close partnership with Sales, pursue and win new client opportunities with prospective VPI clients.
- Exhibit deep investment acumen, be an expert on direct/personalized indexing. Help the VPI team improve our approach and methodology to meet client demand.
- Work closely with other client facing teams (e.g., Sales, Client Service, RM’s), and Portfolio Management to deliver an exceptional experience to clients throughout their Personalized Indexing journey with Vanguard.
- Provide guidance, support, or coaching to other FAS Sales crew interacting with large or complex VPI clients or prospects.
- Drive changes to processes and services to meet evolving client needs and expectations.
- Partner with marketing to help develop VPI materials for clients.
- Support ad-hoc analysis and due diligence questions from prospective VPI clients.
- Demonstrate advanced knowledge of direct indexing/personalized indexing competitive landscape.
- Participate in special projects and performs other duties as assigned.
Qualifications
- Minimum of five years related work experience. Three years in Direct indexing / Personalized Indexing, SMA, and Sales/Relationship Management preferred.
- Knowledge of Barra, Fact Set and quantitative finance experience a plus
- Basic proficiency in data analysis and data-base decision-making
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- 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.
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.
Similar Jobs
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.
