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Results based on filters ( 27 jobs found )

Wealth Planning Methodology Researcher

VANGUARD GROUP, INC.
Malvern, PA
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As a Wealth Planning Researcher within Vanguard’s Investment Strategy ...
Details
Summary
About the job:
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...
Location:
Malvern, PA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Diversity in Research
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Mobile Product Manager

The Vanguard Group, Inc.
Malvern, PA
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Responsibilities: - Lead the digital product management activities for ...
Details
Summary
About the job:
multiple digital products, or one strategic product. - Collaborate with cross-functional teams to create best practices that drive significant change to the client experience. - Coach the digital product teams towards best practices and learnings. Ensure delivery of messaging, communication, and customer outreach as necessary. - Partner with stakeholders to resolve production and implementation issues in a timely manner and supports/drives escalations where required to enable rapid delivery. - Lead the planning,...
Location:
Malvern, PA
Job Type:
Full-Time
Permanent
Occupation:
Marketing Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
The Vanguard Group, Inc.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Product Manager – Investment Performance Specialist

The Vanguard Group, Inc.
Malvern, PA
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Vanguard Personalized Indexing (VPI) provides professional portfolio ...
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Summary
About the job:
management services to Registered Investment Advisor (RIA) firms and wealth managers who service individuals, families, family offices and small endowments and foundations. VPI specializes in ‘direct indexing ', primarily through custom tax managed equity portfolios. Core Responsibilities: - Leads in-depth analysis of features & functionality associated with the performance engine . Consults and advises key stakeholders, acts as subject matter and technical expert , identifies and resolves complex performance issues. - O...
Location:
Malvern, PA
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
The Vanguard Group, Inc.
Certifications / Licenses:
Registered Investment Advisor
Chartered Financial Analyst
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Senior Manager, Head of Sales Process & Efficiency-Financial Advisor Services

The Vanguard Group, Inc.
Malvern, PA
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To learn more about the role, please sign up for the info session on ...
Details
Summary
About the job:
Thursday, October 30 from 3:30 – 4:30 PM EST via the sign-up page At Vanguard, we are modernizing our distribution ecosystem to deliver a more seamless, data-driven, and advisor-centric experience. As the Senior Manager, Head of Sales Process & Efficiency for our Financial Advisor Services (FAS) business, you will lead the transformation of our sales process —designing and optimizing our core sales disciplines that power one of the industry's most respected advisor sales forces. This role reports to the Head of Learning &...
Location:
Malvern, PA
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
The Vanguard Group, Inc.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Product Manager – Investment Performance Specialist

The Vanguard Group, Inc.
Oakland, CA
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Vanguard Personalized Indexing (VPI) provides professional portfolio ...
Details
Summary
About the job:
management services to Registered Investment Advisor (RIA) firms and wealth managers who service individuals, families, family offices and small endowments and foundations. VPI specializes in ‘direct indexing ', primarily through custom tax managed equity portfolios. Core Responsibilities: - Leads in-depth analysis of features & functionality associated with the performance engine . Consults and advises key stakeholders, acts as subject matter and technical expert , identifies and resolves complex performance issues. - O...
Location:
Oakland, CA
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
The Vanguard Group, Inc.
Certifications / Licenses:
Registered Investment Advisor
Chartered Financial Analyst
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Mobile Product Manager

The Vanguard Group, Inc.
Charlotte, NC
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Responsibilities: - Lead the digital product management activities for ...
Details
Summary
About the job:
multiple digital products, or one strategic product. - Collaborate with cross-functional teams to create best practices that drive significant change to the client experience. - Coach the digital product teams towards best practices and learnings. Ensure delivery of messaging, communication, and customer outreach as necessary. - Partner with stakeholders to resolve production and implementation issues in a timely manner and supports/drives escalations where required to enable rapid delivery. - Lead the planning,...
Location:
Charlotte, NC
Job Type:
Full-Time
Permanent
Occupation:
Marketing Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
The Vanguard Group, Inc.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Senior Manager, Head of Go-to-Market Strategy-Financial Advisor Services

The Vanguard Group, Inc.
Malvern, PA
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To learn more about the role, please sign up for the info session on ...
Details
Summary
About the job:
Thursday, October 30 from 3:30 – 4:30 PM EST via the sign-up page . At Vanguard, we are reimagining the future of our distribution ecosystem—and go-to-market excellence is pivotal to that transformation. As the Senior Manager, Head of Go-to-Market Strategy for our Financial Advisor Services (FAS) business, you will architect and activate the commercial blueprint that aligns segments, territories, coverage, and sales expectations to deliver sustained growth and differentiated advisor experiences. This newly created role...
Location:
Malvern, PA
Job Type:
Full-Time
Permanent
Occupation:
Market Research Analysts and Marketing Specialists
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
The Vanguard Group, Inc.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

LEAD DATA ANALYST

The Vanguard Group, Inc.
Malvern, PA
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Vanguard's Brokerage & Investments (B&I) Cash Analytics team is growing! We ...
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Summary
About the job:
have an opening for an experienced data analyst to support PI's top KR and one of the Enterprise Operating Priorities for 2025 – Cash. The B&I Analytics team supports Personal Investor's Brokerage & Investments business. This analyst will partner closely with the Cash business to uncover insights and will help to shape the strategy that drives better cash product adoption. The analyst will be responsible for a range of analytical tasks including ownership of KPI reporting all the way through advanced analyses (drivers...
Location:
Malvern, PA
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
The Vanguard Group, Inc.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Head of Oversight Enablement, Personal Investor

The Vanguard Group, Inc.
Scottsdale, AZ
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Overview We are seeking a strategic, execution focused Head of Oversight ...
Details
Summary
About the job:
Enablement to lead critical first line oversight functions for the Personal Investor (PI) Division. This senior leader will drive the vision, structure, and disciplined execution of our Vendor Oversight, Resiliency, Regulatory PMO capabilities as part of the Controls and Oversight Organization. This leader will also play a significant role in strengthening policy readiness, first line risk enablement training, management reporting, and overall governance, partnering closely across Personal Investor to build an integrated...
Location:
Scottsdale, AZ
Job Type:
Full-Time
Permanent
Occupation:
Security Management Specialists
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
The Vanguard Group, Inc.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Director, Fund Accounting Policy

The Vanguard Group, Inc.
Malvern, PA
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Vanguard is seeking a strategic and consultative Director of Fund Accounting ...
Details
Summary
About the job:
Policy to own the development, implementation, and oversight of complex global accounting and disclosure policies. This high-impact role focuses on improving financial accounting operations across the enterprise by advising and guiding teams—not by performing operational tasks directly. While this is not a direct people leadership role, success in this position requires the ability to lead cross-functional initiatives, manage projects, and influence partners. The ideal candidate will bring deep technical accounting...
Location:
Malvern, PA
Job Type:
Full-Time
Permanent
Occupation:
Financial Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
The Vanguard Group, Inc.
Certifications / Licenses:
Chartered Global Management Accountant
Certified Public Accountant
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information
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