Head of Advised Asset Allocation

Role Overview

The Head of Advised Asset Allocation leads the research team responsible for developing personalized asset allocation frameworks that translate client goals preferences and financial circumstances into scalable portfolio solutions for wealth clients.

The role oversees allocation methodology portfolio modeling capital market assumptions and wealth portfolio design in partnership with investment management product and technology teams.

Key Responsibilities

• Lead asset allocation portfolio construction and model portfolio frameworks for wealth portfolios.

• Design scalable personalized investment recommendations aligned to client goals risk capacity income needs taxes liquidity and legacy objectives.

• Advance portfolio methodology research capital market assumptions analytics and technology-enabled personalization.

• Equip advisors with recommendation frameworks decision tools communications and guidance for complex client situations.

• Oversee governance risk suitability model performance and team leadership across investment and cross-functional partners.

• Build lead and develop a high-performing team with strong investment analytical and client-focused capabilities.

What it will take

• 10 years of experience in wealth management investment strategy portfolio construction asset allocation or multi-asset investing.

• Significant experience developing portfolio recommendations for individual investors.

• Deep expertise in asset allocation risk management and personalized portfolio construction.

• Experience leading investment teams and influencing senior business stakeholders.

• Track record of translating sophisticated investment concepts into scalable client solutions.

Special Factors

Sponsorship

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.