Advice Methodology Analyst, Specialist

The Vanguard Group•Charlotte, PA

9d•Hybrid

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. 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.

Requirements

Five years of experience in the Financial Services industry or client services preferred.
Undergraduate degree or equivalent combination of training and experience.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Nice To Haves

Graduate degree preferred.
CFP or progress towards required; additional designation in financial planning preferred.

Responsibilities

Serve as a subject matter expert on various financial planning topics and strategies.
Leads the development of changes to Vanguard's 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 both a subject matter expert and advisor liaison regarding the development and application of financial planning strategies, tools, and capabilities.
Researches and provides recommended changes to wealth planning guidance.
Develops an expert-level understanding of common and advanced financial planning strategies, as well as related legal, tax, and regulatory issues that impact Vanguard's financial planning methodology.
Design and deliver targeted training programs with Learning & Development to enhance advisor proficiency in financial planning concepts and strategies.
Provide case consultation to internal advisors on complex client financial planning scenarios.
Coach and develop investment analysts on the team, elevating standards for analytical depth, writing quality, and executive communication.
Lead or support special projects aligned with the team’s strategic goals.