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Vanguard · 6 hours ago

Advice Methodology Analyst, Specialist

Dallas/Ft. Worth, TX

Full-time

Hybrid

Senior Level

5+ years exp

Vanguard is a company dedicated to the long-term financial wellbeing of its clients, and they are seeking an Advice Methodology Analyst, Specialist to join their Advice & Wealth Solutions Methodology team. This role involves designing and delivering advice solutions, partnering with internal teams and external vendors, and ensuring compliance with Vanguard's methodology while addressing changing business needs and regulatory requirements.

FinanceFinancial Services

No H1B

Responsibilities

Leads the development of changes to Vanguard's methodology. Partners with subject matter experts and our technology division to design solutions that meet changing business needs, regulatory requirements, and position Vanguard's advice ahead of external competitive developments

Serves as an expert on the application of Vanguard's methodology in the development of client investment strategies, construction of portfolios, and/or delivery of financial planning advice

Researches, analyzes, and provides recommended changes to our 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

Anticipates implications, dependencies, and risks of methodology programs, and creatively solutions and escalates accordingly

Serves as a subject matter expert for crew and leaders. Develops and conducts 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 methodology

Serves as a mentor and coach to less-tenured crew and contributes to their development

Participates in special projects and performs other duties as assigned

Qualification

Financial & investment adviceDigital product managementAnalytical applicationsCFP certificationCFA certificationMicrosoft ExcelPythonLearning new concepts