Senior Wealth Management Research Leader — Hybrid

The Vanguard Group; Malvern (Chester County); Hybrid; USD 180,000 - 230,000; Full time

Job summary

The Vanguard Group seeks an accomplished Senior Manager, Wealth Management Research to lead original research shaping our investment perspectives and client guidance. You will partner with senior leaders, mentor researchers, and translate complex findings into actionable insights that inform advice to clients and advisors.

Ideal candidates bring deep expertise in household tax planning, estate planning, and wealth-management strategies, with strong analytical and communication skills to

Qualifications

• Bachelor's degree in Finance, Economics, Financial Planning, Taxation, or related field.
• Minimum 8 years of relevant experience in wealth management or financial planning research.
• Academic/white paper style research expertise.
• Deep expertise in household tax planning, estate planning, wealth management strategies, and portfolio construction.

Responsibilities

• Drive industry-leading research on wealth management, financial planning, and taxation.
• Initiate and manage research projects to advance external presence and intellectual capital.
• Influence investment strategy with rigorous analysis and actionable recommendations.
• Enhance Vanguard's investment methodologies through reviews and audits.
• Identify trends and opportunities affecting client outcomes and strategy.
• Produce thought leadership content for clients, advisors, and media audiences.
• Articulate benefits and tradeoffs of financial planning and tax approaches.
• Represent Vanguard's perspectives with evidence-based communication.
• Provide subject matter leadership and guidance to analysts and leaders.
• Collaborate with senior leaders to identify priorities and research questions.
• Maintain a repository of research for cross-functional use.
• Mentor investment analysts in research design and interpretation.
• Participate in forums to discuss investment issues and future topics.

Skills

Analytical skills

Written communication

Research design

Education

Bachelor's degree in Finance

Job description

The Vanguard Group seeks an accomplished Senior Manager, Wealth Management Research to lead original research shaping our investment perspectives and client guidance. You will partner with senior leaders, mentor researchers, and translate complex findings into actionable insights that inform advice to clients and advisors.

Ideal candidates bring deep expertise in household tax planning, estate planning, and wealth-management strategies, with strong analytical and communication skills to