Administrative Associate: Wealth Management, Personal Wealth Division
Yesterday• Scottsdale, AZ
Charlotte, NCDallas, TX
About the Role
We are seeking a highly capable Administrative Associate to support a Senior Leader within the Personal Wealth Division (Wealth Management). This role goes beyond traditional administrative support and is best suited for someone who thrives as a strategic partner, project manager, and trusted advisor to executive leadership.
The successful candidate will function as a de facto Chief-of-Staff, helping drive priorities forward, anticipate needs, and ensure operational excellence across a fast-paced, high-visibility business. This is a high-impact role supporting a leader responsible for a significant portion of the Wealth Management Advice organization.
What You'll Do
This role combines executive support with strategic coordination and project ownership.
Strategic & Executive Partnership
- Serve as a trusted partner to senior leadership, proactively identifying needs, risks, and priorities
- Anticipate upcoming deliverables and prompt action (e.g., leadership meetings, skip-level interviews, planning cycles)
- Operate with sound judgment and discretion in a highly visible executive environment
Project & Program Management
- Own planning and execution for leadership meetings, offsites, and on-site meetings
- Develop agendas, coordinate inputs across teams, track follow-ups, and ensure readiness
- Help sequence work, manage timelines, and keep initiatives moving forward
Advanced Administrative Support
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- Manage complex, executive-level calendars and coordinate across other admins
- Independently resolve scheduling conflicts and logistics
- Prepare leaders for meetings with accurate, timely materials
Executive Communications & Presentations
- Create and refine executive-level PowerPoint presentations
- Partner with the leader on messaging, flow, and content for leadership audiences
- Ensure materials are polished, accurate, and ready for senior consumption
Tools & Operations
- Manage expenses and administrative workflows (e.g., Concur)
- Leverage Microsoft Office at an advanced level
- Adopt new tools and AI-enabled workflows as they are introduced across the enterprise
Must-Have Capabilities
✅ Senior executive administrative experience in a large corporate setting.
✅ Strong project management ownership (agendas, timelines, coordination, follow-through)
✅ Strategic mindset - able to think ahead, challenge priorities, and operate as a thought partner
✅ Advanced PowerPoint skills with experience creating executive and leadership presentations
✅ Expert calendar management in a complex, fast-moving environment
✅ Proven ability to work independently, exercise judgment, and manage ambiguity
✅ High level of professionalism, organization, resilience, and executive presence
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.
Client-provided location(s): Scottsdale, AZ, Charlotte, NC, Dallas, TX
Job ID: Vanguard-176032
Employment Type: FULL_TIME
Posted: 2026-03-28T20:37:35
Perks and Benefits
Health and Wellness
- FSA
- HSA
- Health Reimbursement Account
- Fitness Subsidies
- On-Site Gym
- HSA With Employer Contribution
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Mental Health Benefits
- Virtual Fitness Classes
- Pet Insurance
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
Office Life and Perks
- Company Outings
- Commuter Benefits Program
- Casual Dress
- Happy Hours
- Snacks
- Some Meals Provided
- On-Site Cafeteria
Vacation and Time Off
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Volunteer Time Off
- Leave of Absence
Financial and Retirement
- Relocation Assistance
- Performance Bonus
- 401(K) With Company Matching
- 401(K)
- Financial Counseling
- Profit Sharing
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Tuition Reimbursement
- Internship Program
- Lunch and Learns
- Leadership Training Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
Hear directly from employees about what it is like to work at Vanguard.