Wealth Planning Methodology Researcher at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

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
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

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 performs other duties, as assigned

Skills

Quantitative Analysis

Wealth Planning

Portfolio Construction

Financial Markets

Tax Planning

Regulatory Compliance

Investment Strategy

Research Methodology

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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