Job Summary

• The role sits at the intersection of investment teams, sales teams, and external advisor clients to help build better portfolios.
• Candidates will consultatively collaborate with senior strategists to design portfolio analyses that support optimal business outcomes.
• Vanguard operates on a hybrid working model designed to capture flexibility while enabling in-person learning and collaboration.

Matching Summary

Skills & Requirements

Key Requirements

• Three years experience in Financial Services
• Undergraduate degree or equivalent training
• Regulatory license or registration (FINRA/SFC)
• Progress towards CFA or CFP preferred

Work Rights