This role leads a team of investment analysts delivering investment support to clients in alignment with business strategy
Job Summary
This role leads a team of investment analysts delivering investment support to clients in alignment with business strategy.
The organization is focused on positioning Vanguard as a lifelong financial wellness partner—not solely a retirement provider.
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.
Matching Summary
This role leads a team of investment analysts delivering investment support to clients in alignment with business strategy.
Skills & Requirements
Must-have
Financial wellness products and services
Capital markets and asset management
Investment product analysis
Regulatory supervision
Nice-to-have
Lifelong financial wellness partner
Mission-driven and collaborative culture
Key Requirements
Eight years' experience in Financial Services or client services
Supervisory experience required
Undergraduate degree or equivalent
Regulatory license and/or registration
Series 7, 63 and 65 or CFA or CFP equivalent preferred