Responsibilities
1. Leads the development of changes to Vanguard's methodology. Partners with subject matter experts to design solutions to meet changing business needs, regulatory requirements, and to position Vanguard's advice ahead of external competitive developments.
2. Serves as an expert on the application of Vanguard's methodology in the development of client investment strategies and construction of portfolios. Contributes to overall methodology development.
3. Researches, conducts analyses of and provides recommended changes to 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.
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4. Serves as a subject matter expert for crew and leaders. Develops and conducts methodology training activities for all crew delivering advice to clients.
5. Develops an expert-level understanding of overall financial markets and the related legal, tax, and regulatory issues that impact Vanguard's methodology. Supports investments-related projects to analyze and research opportunities to enhance client investment strategies.
6. Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of five years related work experience. Three years experience in investments and analytics preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- CFP or CFA preferred.
- Python, SQL, Jupiter, Athena preferred but not required
- 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.