Wealth Planning Analyst, Specialist-2

The Vanguard Group • Malvern, PA

82d • Hybrid

About The Position

As a Wealth Planning Analyst with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most. This role will be within the Advice and Wealth Management division working with our Wealth Planning Consultants who serve our ultra-high-net-worth clients with planning and strategy in the areas of income tax, advanced estate planning, and financial planning.

Requirements

• Undergraduate degree required.
• Minimum of five years related work experience in a related field.
• Two years of project management experience preferred.
• Experience in financial services encouraged.

Responsibilities

• Support Wealth Planning Consultants providing income tax, estate planning, and wealth planning consultations to Vanguard clients.
• Review client's information and accompanying documents.
• Create complete and accurate client deliverables and make other preparations for upcoming client appointments.
• Assist internal business partners as needed for exceptional client outcomes.
• Partner with financial advisors as they support clients in these subject areas and follow Vanguard's investment methodology.
• Analyze internal systems and processes to identify opportunities to improve the client experience and mitigate risk.
• Research client issues and recommend solutions.
• Maintain strong knowledge of compliance, regulatory, and departmental policies and procedures, as well as general market trends.
• Support department and team initiatives.
• Participate in special projects and perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree