Advice Methodology Analyst, Senior Specialist
About The Position
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. 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.
Requirements
- Minimum of eight years’ related work experience.
- Undergraduate degree or equivalent combination of training and experience.
Nice To Haves
- Five years of experience in investments and analytics preferred.
- Graduate degree preferred.
- Progress towards or completion of advanced degree, CFP or CFA preferred.
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.
Benefits
- Vanguard is not offering visa sponsorship for this position.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
