Investment Transition Lead

Vanguard; Charlotte (NC); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Vanguard seeks an Investment Transition Consultant to evaluate portfolio impacts, identify risks, and develop solutions for asset movements and portfolio restructuring. The role coordinates with investment strategy, operations, and client teams to ensure objectives are achieved with disciplined execution and risk management.

You will mentor junior staff, lead cross-functional initiatives, and provide market insights, policy guidance, and implementation leadership to advance Vanguard's transition

Qualifications

• Minimum of five years of experience in financial services, investment management, institutional client services, or a related field.
• Undergraduate degree or equivalent combination of education, training, and experience.
• Experience supporting institutional asset transitions, asset movements, portfolio restructuring, or related transactions.
• Knowledge of investment products, portfolio implementation, operations, and risk.

Responsibilities

• Advises clients on asset allocation, portfolio construction, and fund selection decisions.
• Conducts investment reviews and shares findings with clients and governing bodies.
• Collaborates with internal partners to develop and deliver client strategies and ensure cohesive client experience.
• Maintains understanding of investment industry, market conditions, and regulatory policies; serves as a resource for internal partners.
• Leads initiatives that enhance Vanguard's transition consulting capabilities and operating infrastructure.
• Manages cross-functional projects to improve processes, tools, and client outcomes.
• May mentor junior crew members and participate in special projects.

Skills

Client-facing consulting

Project management

Risk management

Stakeholder influence

Effective communication

Education

Undergraduate degree

Graduate degree

CFA or CFP certification

Series 7/63 licenses (or ability to obtain)

Job description

Vanguard seeks an Investment Transition Consultant to evaluate portfolio impacts, identify risks, and develop solutions for asset movements and portfolio restructuring. The role coordinates with investment strategy, operations, and client teams to ensure objectives are achieved with disciplined execution and risk management.

You will mentor junior staff, lead cross-functional initiatives, and provide market insights, policy guidance, and implementation leadership to advance Vanguard's transition