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Vanguard
Malvern, PA; Charlotte, NC; Dallas/Ft. Worth, TX; Scottsdale, AZ
Source: Vanguard careers · View original posting
From Vanguard's posting. “We” and “our” refer to the employer.
Advice and Wealth Solutions – Financial Planning R&D Team
At Vanguard, we're transforming how advice is delivered through the combination of financial planning expertise, technology, and AI-enabled solutions. Our Financial Planning R&D team turns Vanguard's thought leadership into scalable tools, experiences, and services that help clients achieve better outcomes across both advised and self-directed channels.
As Vanguard continues to invest in Next Generation Advice and the evolution of self-directed guidance, we are seeking a leader to build and lead a team of financial planning experts who will help shape the future of advice. This is a unique opportunity to influence Vanguard's financial planning strategy, partner across the enterprise, and help deliver innovative planning solutions that serve millions of clients.
Shape Vanguard's financial planning offerings and services across advised and self-directed client experiences.
Lead the evaluation and deployment of new planning capabilities, tools, and solutions.
Partner with product, technology, methodology, and business leaders to bring innovative planning experiences to market.
Evaluate and collaborate with internal teams and external providers to deliver best-in-class planning capabilities.
Guide the oversight and evolution of Vanguard's financial planning tools and services to ensure strong client outcomes.
Build, coach, and lead a team of high-performing financial planning subject matter experts. You'll provide guidance and training as necessary to develop crew including setting performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
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.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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