Senior Investment Consulting Lead, Client Growth & Strategy

The Vanguard Group

Malvern (Chester County)

Hybrid

USD 180,000 - 235,000

Full time

10 days ago
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Job summary

Vanguard is seeking a Senior Manager, Investment Consulting to lead a high-performing team delivering sophisticated portfolio insights, investment research, and strategic guidance to clients and internal partners. This leadership role shapes client outcomes and drives growth across the investment consulting function.

You will collaborate with senior stakeholders, influence portfolio construction, and mentor associates while advancing innovative investment solutions in a hybrid work environment

Qualifications

  • 10+ years of experience in investment management or related field.
  • Proven experience leading and developing high-performing teams.
  • Expertise in investment strategy, portfolio construction, asset allocation, and client engagement.
  • Strong communication and relationship-building skills with the ability to influence stakeholders.

Responsibilities

  • Lead a team of investment professionals delivering client outcomes.
  • Shape investment and business strategy through market insights and client feedback.
  • Influence portfolio construction and advisory offerings with senior stakeholders.
  • Represent the firm as a thought leader and contribute to industry perspectives and market commentary.
  • Drive operational excellence and scalable growth across the function.

Skills

Leadership
Investment strategy
Portfolio construction
Asset allocation
Client engagement
Communication

Education

Bachelor's degree or equivalent
MBA or Master's degree

Tools

CFA designation
CFP designation
FINRA Series 7/63/24

Job description

Vanguard is seeking a Senior Manager, Investment Consulting to lead a high-performing team delivering sophisticated portfolio insights, investment research, and strategic guidance to clients and internal partners. This leadership role shapes client outcomes and drives growth across the investment consulting function.

You will collaborate with senior stakeholders, influence portfolio construction, and mentor associates while advancing innovative investment solutions in a hybrid work environment

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