Wealth Planning Methodology Researcher

Charlotte, VT - USA

Monthly Salary: Not Disclosed

Posted on: 07-11-2025

Vacancies: 1 Vacancy

Job Summary

As a Wealth Planning Researcher within Vanguards Investment Strategy GroupAdvised Wealth Planning Strategies teamyoull play a pivotal role in shaping the future of wealth this intellectually rich environment youll lead research initiatives that enhance our existing methodologies and pioneer innovative wealth planning strategies. Grounded in rigorous quantitative analysis your work will ensure Vanguards advice remains industry-leading. Collaborating with subject matter experts and internal stakeholders youll align our guidance with evolving client needs and business priorities. As a trusted authority on complex financial planning topics youll also provide strategic insights to internal and external audiences and mentor investment analysts across the organization.

Responsibilities:

Leads the development of changes to Vanguards wealth planning methodology. Partners with subject matter experts to design solutions to meet changing business needs regulatory requirements and to position Vanguards advice ahead of external competitive developments.
Serves as an expert on the application of Vanguards wealth planning methodology in the development of client investment strategies and construction of portfolios. Contributes to overall wealth planning methodology development.
Researches conducts analyses and provides recommended changes to investments portfolio construction and wealth planning guidance. Ensures compliance with Vanguard wealth planning methodology and investment guidelines while applying knowledge of the external business environment and its implications on Vanguards strategic direction.
Serves as a subject matter expert for crew and leaders. Develops and conducts wealth planning methodology training activities for all crew delivering advice to clients.
Develops an expert-level understanding of overall financial markets and the related legal tax and regulatory issues that impact Vanguards wealth planning methodology. Supports investments-related projects to analyze and research opportunities to enhance client investment strategies.
Participates in special projects and perform other duties as assigned.

Qualifications:

Deep expertise in financial planning topics including tax and estate planning.
Minimum of five years related work experience in research roles or equivalent educational experience.
Graduate degree in Financial Planning Economics Finance or related fields strongly preferred.
Demonstrated experience with utility-based lifecycle financial planning models strongly preferred
Proficiency in Python for model development preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard we dont just have a missionwere 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.