Senior Manager, Investment Consulting
Lead Investment Client Consulting. Shape Client Outcomes. Drive Growth.
Are you passionate about helping clients achieve better investment outcomes? Do you thrive at the intersection of investment strategy, portfolio construction, client engagement, and team leadership?
We are seeking a Senior Manager, Investment Consulting to lead a high-performing team of investment professionals responsible for delivering sophisticated portfolio insights, investment research, and strategic guidance to clients and internal partners. This is a highly visible leadership role that offers the opportunity to influence investment strategy, shape client solutions, and contribute to the future growth of the business.
As a trusted advisor and thought leader, you will collaborate with senior stakeholders across the organization to enhance investment offerings, optimize client experiences, and drive the adoption of innovative investment solutions.
What You'll Do:
- Lead and inspire a team of investment professionals focused on delivering exceptional client outcomes.
- Shape investment and business strategy through market insights, client feedback, and industry expertise.
- Influence portfolio construction, advisory methodologies, and investment offerings in partnership with senior stakeholders.
- Represent the firm as a thought leader, contributing to industry perspectives, client engagement, and market commentary.
- Drive operational excellence, team performance, and scalable growth across the function.
What We're Looking For:
Required Qualifications
- 10+ years of experience in investment management, wealth management, institutional consulting, financial services, or a related field.
- Proven experience leading and developing high-performing teams.
- Demonstrated expertise in investment strategy, portfolio construction, asset allocation, and client engagement.
- Strong communication and relationship-building skills with the ability to influence stakeholders at all levels.
- Bachelor's degree or an equivalent combination of education and relevant experience.
Preferred Qualifications
- Advanced degree (MBA, Master's, or similar).
- CFA, CFP, or other recognized investment designation.
- Experience partnering with senior leaders to drive strategic business initiatives.
- Deep understanding of institutional and/or advisory investment solutions.
- FINRA Series 7, 63, and 24 or the ability to obtain within departmental guidelines.
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
- 10+ years of experience in investment management, wealth management, institutional consulting, financial services, or a related field
- Experience leading and developing high-performing teams
- Expertise in investment strategy, portfolio construction, asset allocation, and client engagement
- Strong communication and relationship-building skills with the ability to influence stakeholders at all levels
- Bachelor's degree or equivalent combination of education and relevant experience
- Advanced degree such as an MBA or Master's degree
- CFA, CFP, or another recognized investment designation
- Experience partnering with senior leaders to drive strategic business initiatives
- Deep understanding of institutional and/or advisory investment solutions
- FINRA Series 7, 63, and 24, or ability to obtain them within departmental guidelines
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.
