Wealth Planning Researcher

Job description

As a Wealth Planning Researcher within Vanguard’s Investment Strategy Group—Advised Wealth Planning Strategies team—you’ll play a pivotal role in shaping the future of wealth planning. In this intellectually rich environment, you’ll lead research initiatives that enhance our existing methodologies and pioneer innovative wealth planning strategies. Grounded in rigorous quantitative analysis, your work will ensure Vanguard’s advice remains industry-leading. Collaborating with subject matter experts and internal stakeholders, you’ll align our guidance with evolving client needs and business priorities. As a trusted authority on complex financial planning topics, you’ll also provide strategic insights to internal and external audiences and mentor investment analysts across the organization. Responsibilities: Leads the development of changes to Vanguard's wealth planning 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 an expert on the application of Vanguard's wealth planning methodology in the development of client inves...