CHEManager International · 1 day ago
Wealth Planning Methodology Researcher
Malvern, PA
Full-time
Hybrid
Senior Level
5+ years expVanguard is a company dedicated to the long-term financial wellbeing of its clients, and they are seeking a Wealth Planning Methodology Researcher to enhance their wealth planning strategies. In this role, you will lead research initiatives, collaborate with experts, and provide strategic insights to ensure Vanguard's methodologies remain industry-leading.
Newspapers
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
Qualification
Required
Deep expertise in financial planning topics, including tax and estate planning
Minimum of five years related work experience in research roles or equivalent educational experience
Preferred
Graduate degree in Financial Planning, Economics, Finance, or related fields strongly preferred
Demonstrated experience with utility-based lifecycle financial planning models strongly preferred
Proficiency in Python for model development preferred
Company
CHEManager International
Wiley’s leading media brand providing first-hand information on the global chemical, life science and process industries
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase