Senior Manager, Advice Methodology

Vanguard; Dallas (TX); Hybrid; USD 180,000 - 250,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard is seeking a senior leader for the Advice and Wealth Solutions – Financial Planning R&D Team to shape and deploy innovative planning capabilities for both advised and self-directed clients.

The role oversees a team of financial planning experts, collaborates with product, technology, and methodology partners, and drives client outcomes through best-in-class planning tools and services. Hybrid work model in the US is supported.

Qualifications

• Minimum of 8 years of related professional experience, including at least 5 years in financial planning or wealth management.
• Experience developing, evaluating, or implementing financial planning methodologies, tools, or solutions.
• Experience applying planning expertise to develop or enhance client advice solutions.
• Experience partnering with cross-functional teams to develop or implement financial planning or advice solutions.
• Experience leading complex initiatives with multiple stakeholders.
• Experience building or developing teams of financial planning professionals.
• Undergraduate degree or equivalent.

Responsibilities

• Shape Vanguard's financial planning offerings and services across advised and self-directed client experiences.
• Lead the evaluation and deployment of new planning capabilities, tools, and solutions.
• Partner with product, technology, methodology, and business leaders to bring innovative planning experiences to market.
• Evaluate and collaborate with internal teams and external providers to deliver best-in-class planning capabilities.
• Guide the oversight and evolution of Vanguard's financial planning tools and services to ensure strong client outcomes.
• Build, coach, and lead a team of high-performing financial planning subject matter experts with performance management.

Skills

Financial planning

Team leadership

Cross-functional collaboration

Strategy development

Program management

Education

Undergraduate degree

Job description

Advice and Wealth Solutions – Financial Planning R&D Team

At Vanguard, we're transforming how advice is delivered through the combination of financial planning expertise, technology, and AI-enabled solutions. Our Financial Planning R&D team turns Vanguard's thought leadership into scalable tools, experiences, and services that help clients achieve better outcomes across both advised and self-directed channels.

As Vanguard continues to invest in Next Generation Advice and the evolution of self-directed guidance, we are seeking a leader to build and lead a team of financial planning experts who will help shape the future of advice. This is a unique opportunity to influence Vanguard's financial planning strategy, partner across the enterprise, and help deliver innovative planning solutions that serve millions of clients.

In this role, you will:

• Shape Vanguard's financial planning offerings and services across advised and self-directed client experiences.
• Lead the evaluation and deployment of new planning capabilities, tools, and solutions.
• Partner with product, technology, methodology, and business leaders to bring innovative planning experiences to market.
• Evaluate and collaborate with internal teams and external providers to deliver best-in-class planning capabilities.
• Guide the oversight and evolution of Vanguard's financial planning tools and services to ensure strong client outcomes.
• Build, coach, and lead a team of high-performing financial planning subject matter experts. You'll provide guidance and training as necessary to develop crew including setting performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

What we're looking for:

• Required Qualifications
  • Minimum of 8 years of related professional experience, including at least 5 years of experience in financial planning, wealth management, financial advice, or a related discipline.
  • Experience developing, evaluating, or implementing financial planning or financial advice methodologies, tools, capabilities, products, or solutions.
  • Experience applying financial planning expertise to develop or enhance client advice solutions or experiences.
  • Experience partnering with cross-functional teams, such as product, technology, business, financial planning, or methodology teams, to develop or implement financial planning or advice solutions.
  • Experience leading complex initiatives or programs involving multiple stakeholders.
  • Experience building, leading, coaching, or developing teams or financial planning professionals.
  • Undergraduate degree or an equivalent combination of education, training, and relevant professional experience.
• Preferred Qualifications
  • Prior people management or supervisory experience.
  • Certified Financial Planner (CFP) certification.
  • Graduate degree.
  • Experience developing or implementing digital, technology-enabled, or AI-enabled financial planning or advice solutions.
  • Experience supporting financial planning or advice solutions for advised and/or self-directed investors.
  • Experience evaluating or managing relationships with external financial planning technology, tools, solutions, or service providers.

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.