Head of Advised Asset Allocation

Vanguard; Charlotte (NC); Hybrid; USD 180,000 - 300,000; Full time

Job summary

Vanguard is seeking a Head of Advised Asset Allocation to lead the research team responsible for developing personalized asset allocation frameworks for wealth clients. You will oversee allocation methodology, portfolio modeling, and capital market assumptions in collaboration with investment management, product, and technology teams.

The role focuses on scalable client solutions, governance, and leading a high-performing team to deliver optimized wealth portfolios across advisor channels.

Qualifications

• 10+ years of experience in wealth management, investment strategy, or multi-asset investing.
• Experience developing portfolio recommendations for individual investors.
• Deep expertise in asset allocation and risk management.

Responsibilities

• Lead asset allocation, portfolio construction, and model portfolios for wealth clients.
• Design scalable personalized investment recommendations aligned to client goals and constraints.
• Advance portfolio methodology, analytics, and capital market assumptions.
• Equip advisors with frameworks and tools for complex client situations.
• Oversee governance, risk, suitability, and team leadership across partners.
• Build and develop a high-performing team with strong analytical capabilities.

Skills

Wealth management

Portfolio construction

Asset allocation

Risk management

Team leadership

Job description

Role Overview

The Head of Advised Asset Allocation leads 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.

Key Responsibilities

• Lead asset allocation, portfolio construction, and model portfolio frameworks for wealth portfolios.


• Design scalable personalized investment recommendations aligned to client goals, risk capacity, income needs, taxes, liquidity, and legacy objectives.


• Advance portfolio methodology, research, capital market assumptions, analytics, and technology-enabled personalization.


• Equip advisors with recommendation frameworks, decision tools, communications, and guidance for complex client situations.


• Oversee governance, risk, suitability, model performance, and team leadership across investment and cross-functional partners.


• Build, lead, and develop a high-performing team with strong investment, analytical, and client-focused capabilities.

What It Will Take

• 10+ years of experience in wealth management, investment strategy, portfolio construction, asset allocation, or multi-asset investing.


• Significant experience developing portfolio recommendations for individual investors.


• Deep expertise in asset allocation, risk management, and personalized portfolio construction.


• Experience leading investment teams and influencing senior business stakeholders.


• Track record of translating sophisticated investment concepts into scalable client solutions.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're 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.