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Vanguard · 2 months ago

Wealth Planning Methodology Researcher

Charlotte, NC

Full-time

Hybrid

Senior Level

5+ years exp

Vanguard is a leading investment management company dedicated to the long-term financial wellbeing of its clients. As a Wealth Planning Researcher within their Investment Strategy Group, you will lead research initiatives to enhance methodologies and develop innovative wealth planning strategies, ensuring that Vanguard's advice remains industry-leading.

FinanceFinancial Services

No H1B

Responsibilities

Leads the development of changes to Vanguard's wealth planning 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

Serves as an expert on the application of Vanguard's wealth planning methodology in the development of client investment strategies and construction of portfolios. Contributes to overall wealth planning methodology development

Researches, conducts analyses, and provides recommended changes to investments, portfolio construction, and wealth planning guidance. Ensures compliance with Vanguard wealth planning methodology and investment guidelines while applying knowledge of the external business environment and its implications on Vanguard's strategic direction

Serves as a subject matter expert for crew and leaders. Develops and conducts wealth planning methodology training activities for all crew delivering advice to clients

Develops an expert-level understanding of overall financial markets and the related legal, tax, and regulatory issues that impact Vanguard's wealth planning methodology. Supports investments-related projects to analyze and research opportunities to enhance client investment strategies

Participates in special projects and perform other duties, as assigned