Enhances the advice offering by leveraging deep investment acumen and considering its practical application to advice. Collaborates across Vanguard areas of expertise to oversee and analyze the impact of changes to methodology.

Responsibilities:

• Oversees methodology for respective area of advice. Manages the prioritization of and leads the development of strategies and initiatives to incorporate changes in methodology into related technology initiatives or marketing collateral.

• Serves as the subject matter expert to design solutions to meet changing business needs, and to ensure Vanguard's advice is ahead of external competitive developments.

• Contributes to strategic initiatives focused on developing scalable methodology and guidance. Supports collaboration across Vanguard with related investment teams. Analyzes impacts of changes in methodology across related departments.

• Ensures effective application and scalability of Vanguard's methodology. Acts as liaison with other departments to develop methodology implementation and plans.

• Serves as a subject matter expert for crew and leaders.

• Analyzes the market for competitive trends. Leads initiatives to identify opportunities to enhance Vanguard's methodology.

• Participates in special projects and performs other duties as assigned.

Qualifications:

• Minimum of eight years’ related work experience. Five years of experience in investments and analytics preferred.

• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

• Progress towards or completion of advanced degree, CFP or CFA preferred.

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.