Director, Financial Planning Methodology & Innovation

Vanguard; Dallas (TX); Hybrid; USD 180,000 - 250,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard is seeking a senior leader for the Advice and Wealth Solutions – Financial Planning R&D Team to shape and deploy innovative planning capabilities for both advised and self-directed clients.

The role oversees a team of financial planning experts, collaborates with product, technology, and methodology partners, and drives client outcomes through best-in-class planning tools and services. Hybrid work model in the US is supported.

Qualifications

• Minimum of 8 years of related professional experience, including at least 5 years in financial planning or wealth management.
• Experience developing, evaluating, or implementing financial planning methodologies, tools, or solutions.
• Experience applying planning expertise to develop or enhance client advice solutions.
• Experience partnering with cross-functional teams to develop or implement financial planning or advice solutions.
• Experience leading complex initiatives with multiple stakeholders.
• Experience building or developing teams of financial planning professionals.
• Undergraduate degree or equivalent.

Responsibilities

• Shape Vanguard's financial planning offerings and services across advised and self-directed client experiences.
• Lead the evaluation and deployment of new planning capabilities, tools, and solutions.
• Partner with product, technology, methodology, and business leaders to bring innovative planning experiences to market.
• Evaluate and collaborate with internal teams and external providers to deliver best-in-class planning capabilities.
• Guide the oversight and evolution of Vanguard's financial planning tools and services to ensure strong client outcomes.
• Build, coach, and lead a team of high-performing financial planning subject matter experts with performance management.

Skills

Financial planning

Team leadership

Cross-functional collaboration

Strategy development

Program management

Education

Undergraduate degree

Job description

Vanguard is seeking a senior leader for the Advice and Wealth Solutions – Financial Planning R&D Team to shape and deploy innovative planning capabilities for both advised and self-directed clients.

The role oversees a team of financial planning experts, collaborates with product, technology, and methodology partners, and drives client outcomes through best-in-class planning tools and services. Hybrid work model in the US is supported.