Lead, Personalized Wealth 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

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.