Wealth Planning Methodology Architect

Vanguard; Malvern (Chester County); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading investment management firm in Chester County seeks a Wealth Planning Researcher to shape the future of wealth planning. This role involves leading research initiatives and enhancing existing methodologies within an intellectually rich environment. Key responsibilities include developing wealth planning strategies, providing strategic insights, and mentoring investment analysts. Ideal candidates will hold a graduate degree in Financial Planning or a related field and have strong financial planning knowledge. The position offers visa sponsorship.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Graduate degree in Financial Planning, Economics, Finance, or related fields strongly preferred.
• Demonstrated experience with utility-based lifecycle financial planning models strongly preferred.

Responsibilities

• Lead the development of changes to wealth planning methodology.
• Serve as an expert in client investment strategies and portfolio construction.
• Research, analyze, and provide recommended changes to wealth planning guidance.
• Conduct wealth planning methodology training activities for all crew.
• Understand financial markets and the regulatory issues impacting wealth planning.

Skills

Strong knowledge of financial planning and investments

Proficiency in Python for model development

Education

Undergraduate degree or equivalent

Graduate degree in Financial Planning, Economics, Finance, or related fields

Job description

A leading investment management firm in Chester County seeks a Wealth Planning Researcher to shape the future of wealth planning. This role involves leading research initiatives and enhancing existing methodologies within an intellectually rich environment. Key responsibilities include developing wealth planning strategies, providing strategic insights, and mentoring investment analysts. Ideal candidates will hold a graduate degree in Financial Planning or a related field and have strong financial planning knowledge. The position offers visa sponsorship.