Head of Advised 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

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.