Advice and Wealth Solutions – Financial Planning R&D Team
At Vanguard, we're transforming how advice is delivered through the combination of financial planning expertise, technology, and AI-enabled solutions. Our Financial Planning R&D team turns Vanguard's thought leadership into scalable tools, experiences, and services that help clients achieve better outcomes across both advised and self-directed channels.
As Vanguard continues to invest in Next Generation Advice and the evolution of self-directed guidance, we are seeking a leader to build and lead a team of financial planning experts who will help shape the future of advice. This is a unique opportunity to influence Vanguard's financial planning strategy, partner across the enterprise, and help deliver innovative planning solutions that serve millions of clients.
In this role, you will:
- Shape Vanguard's financial planning offerings and services across advised and self-directed client experiences.
- Lead the evaluation and deployment of new planning capabilities, tools, and solutions.
- Partner with product, technology, methodology, and business leaders to bring innovative planning experiences to market.
- Evaluate and collaborate with internal teams and external providers to deliver best-in-class planning capabilities.
- Guide the oversight and evolution of Vanguard's financial planning tools and services to ensure strong client outcomes.
- Build, coach, and lead a team of high-performing financial planning subject matter experts. You'll provide guidance and training as necessary to develop crew including setting performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
What we're looking for:
- Required Qualifications
- Minimum of 8 years of related professional experience, including at least 5 years of experience in financial planning, wealth management, financial advice, or a related discipline.
- Experience developing, evaluating, or implementing financial planning or financial advice methodologies, tools, capabilities, products, or solutions.
- Experience applying financial planning expertise to develop or enhance client advice solutions or experiences.
- Experience partnering with cross-functional teams, such as product, technology, business, financial planning, or methodology teams, to develop or implement financial planning or advice solutions.
- Experience leading complex initiatives or programs involving multiple stakeholders.
- Experience building, leading, coaching, or developing teams or financial planning professionals.
- Undergraduate degree or an equivalent combination of education, training, and relevant professional experience.
- Preferred Qualifications
- Prior people management or supervisory experience.
- Certified Financial Planner (CFP) certification.
- Graduate degree.
- Experience developing or implementing digital, technology-enabled, or AI-enabled financial planning or advice solutions.
- Experience supporting financial planning or advice solutions for advised and/or self-directed investors.
- Experience evaluating or managing relationships with external financial planning technology, tools, solutions, or service providers.
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.
Skills Required
- Minimum 8 years of related professional experience, including at least 5 years in financial planning, wealth management, financial advice, or a related discipline
- Experience developing, evaluating, or implementing financial planning or financial advice methodologies, tools, capabilities, products, or solutions
- Experience applying financial planning expertise to develop or enhance client advice solutions or experiences
- Experience partnering with cross-functional product, technology, business, financial planning, or methodology teams
- Experience leading complex initiatives or programs involving multiple stakeholders
- Experience building, leading, coaching, or developing teams or financial planning professionals
- Undergraduate degree or equivalent combination of education, training, and relevant professional experience
- Prior people management or supervisory experience
- Certified Financial Planner certification
- Graduate degree
- Experience developing or implementing digital, technology-enabled, or AI-enabled financial planning or advice solutions
- Experience supporting financial planning or advice solutions for advised or self-directed investors
- Experience evaluating or managing relationships with external financial planning technology, tools, solutions, or service providers
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
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.
