Private Equity Specialist

The Opportunity

As investor interest in private markets accelerates the Private Markets team within Advice & Wealth Solutions is helping drive future growth and expansion of our offer. Our role is to design deliver and scale private markets solutions that can meaningfully enhance longterm outcomes for the right investors while staying true to Vanguards principles of trust discipline and rigor.

The Role

The Private Equity Specialist serves in a clientfacing role within Vanguards private markets offering leading highquality conversations with eligible investors about private equity products. This role requires investment acumen strong judgment and the ability to independently guide investors through complex concepts help them navigate enrollment and manage ongoing servicing needs.

Responsibilities:

• Lead indepth client conversations about Vanguards private equity offering clearly explaining investment rationale structure risks and longterm considerations.
• Partner with relationship teams and advisors to assess client needs and position private equity solutions for the right investors at the right time
• Conduct proactive outreach to eligible and interested investors to educate engage and support participation in the private equity program.
• Serve as a single point of contact for investors throughout the private equity enrollment process from initial interest through subscription completion.
• Support fulfillment of private equity capital calls and respond to servicing needs across the investment lifecycle.
• Address client inquiries with professionalism accuracy and appropriate escalation when needed.
• Contribute to the continued evolution of the private equity offer by helping develop or refine procedures tools and client resources as the program grows.
• Collaborate with internal partners to resolve client issues improve the overall experience and strengthen delivery of private markets solutions.

Qualifications:

• Minimum of five years related work experience. Two years experience within Financial Services industry or function preferred.
• Bachelors degree or equivalent combination of education and experience.

• 3 years of relevant experience in wealth management investment solutions or clientfacing financial services.
• Demonstrated ability to lead complex client conversations involving risk investment tradeoffs and longterm outcomes.
• Strong communicator with advanced client relationship management skills both written and verbal.
• Ability to navigate complex policies processes and stakeholder environments with good judgment and independence.
• Clientfacing experience required with a strong focus on delivering thoughtful clientcentric solutions.
• Strong investment acumen; private equity or alternatives experience a plus.
• This job requires a regulatory license and/or registration (e.g. FINRA state SFC). In particular the Series 63 and 7. These will be determined by Compliance based on role-specific duties.

Preferred Qualifications:

• Experience working with Ultra High Net Worth or complex investor segments.
• Familiarity with tools such as Dynamics DCC or Genesys.

*This role will report to the Private Markets Program & Operations Lead a position currently being filled.

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.