Investment Transition Consultant

The Vanguard Group•Scottsdale, PA

2d•Hybrid

About The Position

As a trusted partner to clients, consultants, and internal stakeholders, the Investment Transition Consultant evaluates portfolio impacts, identifies risks, and develops solutions for complex asset movement and portfolio restructuring events. The role coordinates internal and external stakeholders across the investment ecosystem to help achieve investment objectives through disciplined execution, operational excellence, and effective risk management. It connects investment strategy with implementation and provides the expertise, coordination, and execution leadership needed to meet client objectives while advancing Vanguard's transition consulting capabilities, operating infrastructure, and client offering. The role also serves as an investment resource for internal partners, providing portfolio analysis, market insights, competitive intelligence, and implementation guidance. It contributes to the development of transition consulting capabilities and may mentor junior crew members. This is a hybrid role requiring three days onsite each week (Tuesday through Thursday) at Vanguard's Malvern, Pennsylvania; Scottsdale, Arizona; or Charlotte, North Carolina offices. Crew members may work remotely on Mondays and Fridays. Vanguard is not offering visa sponsorship for this position.

Requirements

At least five years of experience in financial services, investment management, institutional client services, or a related field.
Undergraduate degree or an equivalent combination of education, training, and relevant professional experience.
Experience supporting institutional asset transitions, asset movements, portfolio restructuring, portfolio implementation, or other complex investment-related transactions.
Knowledge of investment products, portfolio implementation, investment operations, and operational risk.
Project management experience coordinating complex initiatives across stakeholders, teams, and competing priorities.
Experience providing client-facing consulting or relationship management in financial services or investment management.
Experience partnering with investment management, investment operations, portfolio management, or institutional client teams.
Ability to identify and manage risks, solve complex problems, and operate effectively in ambiguous environments.
Ability to influence stakeholders and drive outcomes without direct authority.
Strong written and verbal communication skills, including communicating with clients, senior leaders, governing bodies, and cross-functional partners.
Applicable regulatory licensing and/or registration is required; Compliance will determine specific requirements based on the role's responsibilities.

Nice To Haves

Advanced experience supporting institutional transition management, complex asset movements, portfolio restructuring, or portfolio implementation.
Experience working with institutional investors, asset owners, retirement plans, or other institutional investment clients.
Graduate degree.
CFA or CFP certification.
Series 7 and Series 63 licenses, or the ability to obtain required licenses within the designated timeframe.

Responsibilities

Advise clients on asset allocation, portfolio construction, and fund selection decisions.
Consult with clients to develop or adapt investment policy statements.
Conduct investment reviews and share findings and recommendations with clients and related governing bodies.
Collaborate with internal partners to develop and deliver targeted client strategies, support a cohesive client experience, and promote effective use of Vanguard services.
Maintain an in-depth understanding of the investment industry, client industries, market conditions, competition, and applicable compliance, regulatory, and departmental policies and procedures.
Serve as an investment resource for internal partners, providing portfolio analysis, market insights, competitive intelligence, and implementation guidance.
Lead initiatives to enhance Vanguard's transition consulting capabilities, operating infrastructure, and client offering.
Manage cross-functional projects to improve processes, tools, scalability, risk management, and client outcomes.
May mentor, serve as a role model for, and provide technical support to more junior crew members.
Participate in special projects and perform other duties as assigned.