Wealth Management Research, Senior Specialist

Wealth Management Research Senior Specialist

Vanguard is seeking a highly experienced Senior Manager Wealth Management Research to serve as a thought leader in wealth management financial planning and taxation. This individual will lead and conduct original research that shapes Vanguards investment perspectives strengthens our industry leadership and informs advice delivered to clients prospects and advisors.

The successful candidate will possess deep expertise in household tax planning estate planning and financial planning strategies as well as the ability to translate complex research into actionable insights and thought leadership. This role will partner closely with senior leaders across the organization provide guidance to research analysts and contribute to the evolution of Vanguards investment methodologies.

What Youll Do:

Drive Industry-Leading Research

• Lead sophisticated quantitative and qualitative research focused on wealth management financial planning and taxation.
• Develop innovative perspectives and recommendations that strengthen Vanguards position as an industry thought leader.
• Initiate and manage research projects that advance Vanguards external market presence and intellectual capital.

Influence Investment Strategy

• Evaluate complex investment and financial planning topics providing informed recommendations supported by rigorous analysis.
• Contribute to the ongoing enhancement of Vanguards investment methodologies through detailed reviews audits and recommendations.
• Identify emerging trends challenges and opportunities that may influence client outcomes and investment strategy.

Create and Communicate Thought Leadership

• Produce high-quality research papers presentations white papers and other thought leadership content for clients prospects advisors senior leadership and media audiences.
• Clearly articulate the benefits tradeoffs and implications of various financial planning tax and portfolio construction approaches.
• Represent Vanguards perspectives through compelling evidence-based communication.

Provide Subject Matter Leadership

• Serve as a trusted internal authority on wealth management and investment strategy topics.
• Consult with senior business leaders to identify research priorities and address strategic questions.
• Maintain and expand a repository of research and insights for cross-functional use across the organization.

Develop Talent and Collaboration

• Mentor and guide investment analysts on research design methodology and interpretation.
• Participate in collaborative forums designed to evaluate investment issues debate emerging topics and identify future research opportunities.
• Contribute to special projects and strategic initiatives as needed.

Required Qualifications:

• Bachelors degree in Finance Economics Financial Planning Taxation or a related field.
• Minimum 8 years of relevant experience including significant experience conducting wealth management or financial planning research.
• Academic / White paper style research.
• Deep expertise in:
  • Household tax planning
  • Estate planning
  • Wealth management and financial planning strategies
  • Portfolio construction and investment advice
• Strong analytical research and written communication skills.
• Demonstrated ability to translate complex research into practical insights and recommendations for diverse audiences.

Preferred Qualifications:

• Graduate degree in Financial Planning Taxation Economics Finance or a related discipline.
• LL.M. in Taxation Master of Science in Taxation or similar advanced degree strongly preferred.
• Professional designation such as CPA or CFP preferred.
• Experience with utility-based lifecycle financial planning models.
• Peer-reviewed publications and demonstrated thought leadership within wealth management taxation or financial planning disciplines.
• Experience presenting to senior executives advisors clients or industry audiences.

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.