Chief of Personalized Asset Allocation

Vanguard; Malvern (Chester County); Hybrid; USD 250,000 - 350,000; Full time

Job summary

Vanguard in Malvern, PA, seeks a Head of Advised Asset Allocation to lead 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.

Qualifications

• 10+ years of wealth management or multi-asset investing experience.
• Proven ability to translate client goals into scalable portfolio solutions.
• Deep expertise in asset allocation and risk management.

Responsibilities

• Lead asset allocation, portfolio construction, and model portfolio frameworks for wealth portfolios.
• Design scalable personalized investment recommendations aligned to client goals.
• Advance portfolio methodology, analytics, and technology-enabled personalization.
• Provide governance, risk, suitability, model performance, and leadership across teams.
• Build, lead, and develop a high-performing research team.
• Collaborate with investment management, product, and technology teams.

Skills

Asset allocation

Portfolio construction

Investment strategy

Risk management

Team leadership

Stakeholder communication

Job description

Vanguard in Malvern, PA, seeks a Head of Advised Asset Allocation to lead 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.