Wealth Management Senior Specialist

Responsibilities

• Performs complex quantitative and qualitative analysis and offers opinions and recommendations related to portfolio construction and investment advice.
• Devises perspectives that enhance Vanguard's role as an investment leader in the industry.
• Prepares written material, presentations, and statistical analyses as needed for clients, prospects, senior management and the media.
• Initiates research projects that enhance Vanguard's external position as an investment leader in the industry.
• Participates in the ongoing review and enhancement of Vanguard's investment methodology.
• Performs detailed methodology audits and makes recommendations on changes.
• Serves as an investment strategy internal authority.
• Mets with senior leaders to determine requirements for research requests.
• Supports ad-hoc research projects, builds research inventory for internal use, and may schedule ongoing research and delivery of content for internal cross-divisional team usage.
• Participates in group discussions designed to identify and debate investment issues and potential research projects.
• Develops recommendations on new research topics or methodology issues.
• Provides guidance to investment analysts within the team on research, methodology, or overall context regarding analyses.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Deep expertise in household tax planning, estate planning, and financial planning topics.
• Eight years related work experience, including five years wealth management research experience.
• Peer reviewed published thought leadership strongly preferred.
• Graduate degree in Financial Planning, Taxation, Economics, Finance, or related fields strongly preferred.
• LL.M. in Taxation, Master of Science in Taxation preferred.
• CPA or CFP preferred.
• Demonstrated experience with utility-based lifecycle financial planning models preferred.