Senior Manager, Investment Consulting

Socket.dev; Malvern (Chester County); Hybrid; USD 180,000 - 230,000; Full time

Job summary

Vanguard seeks a Senior Manager, Investment Consulting to lead a high-caliber team delivering sophisticated portfolio insights, investment research, and strategic guidance to clients and internal partners. You will influence investment strategy, shapes client solutions, and contribute to the firm’s growth while collaborating with senior stakeholders across the organization.

The role emphasizes client engagement, thought leadership, and driving operational excellence within a hybrid work model

Qualifications

• Bachelor's degree or equivalent required.
• 10+ years in investment management or related field.
• Proven experience leading high-performing teams.
• Expertise in investment strategy, portfolio construction, asset allocation and client engagement.
• Strong communication and relationship-building skills.

Responsibilities

• Lead and inspire a team of investment professionals focused on delivering exceptional client outcomes.
• Shape investment and business strategy through market insights, client feedback, and industry expertise.
• Influence portfolio construction, advisory methodologies, and investment offerings in partnership with senior stakeholders.
• Represent the firm as a thought leader, contributing to industry perspectives, client engagement, and market commentary.
• Drive operational excellence, team performance, and scalable growth across the function.

Skills

Leadership

Investment strategy

Portfolio construction

Asset allocation

Client engagement

Communication

Education

Bachelor's degree

MBA

CFA/ CFP designation

Job description

Senior Manager, Investment Consulting

Lead Investment Client Consulting. Shape Client Outcomes. Drive Growth.

Are you passionate about helping clients achieve better investment outcomes? Do you thrive at the intersection of investment strategy, portfolio construction, client engagement, and team leadership?

We are seeking a Senior Manager, Investment Consulting to lead a high-performing team of investment professionals responsible for delivering sophisticated portfolio insights, investment research, and strategic guidance to clients and internal partners. This is a highly visible leadership role that offers the opportunity to influence investment strategy, shape client solutions, and contribute to the future growth of the business.

As a trusted advisor and thought leader, you will collaborate with senior stakeholders across the organization to enhance investment offerings, optimize client experiences, and drive the adoption of innovative investment solutions.

What You'll Do:

• Lead and inspire a team of investment professionals focused on delivering exceptional client outcomes.


• Shape investment and business strategy through market insights, client feedback, and industry expertise.


• Influence portfolio construction, advisory methodologies, and investment offerings in partnership with senior stakeholders.


• Represent the firm as a thought leader, contributing to industry perspectives, client engagement, and market commentary.


• Drive operational excellence, team performance, and scalable growth across the function.

What We're Looking For:

Required Qualifications

• 10+ years of experience in investment management, wealth management, institutional consulting, financial services, or a related field.


• Proven experience leading and developing high-performing teams.


• Demonstrated expertise in investment strategy, portfolio construction, asset allocation, and client engagement.


• Strong communication and relationship-building skills with the ability to influence stakeholders at all levels.


• Bachelor's degree or an equivalent combination of education and relevant experience.

Preferred Qualifications

• Advanced degree (MBA, Master's, or similar).


• CFA, CFP, or other recognized investment designation.


• Experience partnering with senior leaders to drive strategic business initiatives.


• Deep understanding of institutional and/or advisory investment solutions.


• FINRA Series 7, 63, and 24 or the ability to obtain within departmental guidelines.

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.