Advice Methodology Analyst, Specialist

About the position

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.

Responsibilities

• Serve as a subject matter expert on various financial planning topics and strategies.
• Leads the development of changes to Vanguard's methodology.
• Partners with subject matter experts to design solutions to meet changing business needs, regulatory requirements, and to position Vanguard's advice ahead of external competitive developments.
• Serves as both a subject matter expert and advisor liaison regarding the development and application of financial planning strategies, tools, and capabilities.
• Researches and provides recommended changes to wealth planning guidance.
• Develops an expert-level understanding of common and advanced financial planning strategies, as well as related legal, tax, and regulatory issues that impact Vanguard's financial planning methodology.
• Design and deliver targeted training programs with Learning & Development to enhance advisor proficiency in financial planning concepts and strategies.
• Provide case consultation to internal advisors on complex client financial planning scenarios.
• Coach and develop investment analysts on the team, elevating standards for analytical depth, writing quality, and executive communication.
• Lead or support special projects aligned with the team’s strategic goals.

Requirements

• Five years of experience in the Financial Services industry or client services preferred.
• Undergraduate degree or equivalent combination of training and experience.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Nice-to-haves

• Graduate degree preferred.
• CFP or progress towards required; additional designation in financial planning preferred.