Investment Consultant, Senior Specialist

Vanguard • Malvern, PA

8d • 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.

Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Requirements

• Eight years related work experience, including five years in client-facing expert role.
• Undergraduate degree or equivalent combination of training and experience.
• This job requires a regulatory license and/or registration (e.g. FINRA). Series 7 and 63 required. These will be determined by Compliance based on role-specific duties.

Nice To Haves

• Graduate degree a plus.
• CFA or CFP preferred.
• Knowledge of Defined Contribution is a plus.

Responsibilities

• Serve as the senior investment strategist and client facing expert, ensuring Vanguard’s investment products are appropriately positioned within the DC marketplace. This includes guidance on plan lineups, product due diligence, multi asset product strategy, and fund selection decisions.
• Communicate investment strategies to clients and consultants to help them achieve their goals. Act as an external industry expert and provide investment support and guidance to relationship management and sales teams.
• Facilitate internal training on new product launches and changes to existing offerings. Ensure message consistency across the division and share Voice of Client feedback with senior leaders.
• Collaborate with internal partners to develop and deliver targeted client strategies, ensure a cohesive client experience, and maximize adoption and effective use of Vanguard services. Participate in the business development process.
• Act as the aligned investment relationship manager, where appropriate, supporting priority clients with value add investment consultation and developing strong relationships with key investment decision makers.
• Serve as an internal and external subject matter expert on investment and client industries, market conditions, competitors, and compliance, regulatory, and departmental policies. Contribute to Vanguard’s external publications and present at conferences and client events.
• Provide leadership, mentorship, and technical guidance to crew members.
• Participates in special projects and performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level