Vanguard Logo

Vanguard

Senior Manager, Advice Methodology

Posted 29 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
Senior level
In-Office
Charlotte, NC, USA
Senior level
Leads Vanguard’s financial planning methodology and R&D team, shaping advice offerings across advised and self-directed experiences. Evaluates and deploys planning tools, partners with product and technology teams, oversees solution evolution, and builds relationships with internal and external providers. The role also develops and manages financial planning experts while driving complex initiatives and innovative, technology-enabled advice solutions.
The summary above was generated by AI

Advice and Wealth Solutions – Financial Planning R&D Team


At Vanguard, we're transforming how advice is delivered through the combination of financial planning expertise, technology, and AI-enabled solutions. Our Financial Planning R&D team turns Vanguard's thought leadership into scalable tools, experiences, and services that help clients achieve better outcomes across both advised and self-directed channels.


As Vanguard continues to invest in Next Generation Advice and the evolution of self-directed guidance, we are seeking a leader to build and lead a team of financial planning experts who will help shape the future of advice.  This is a unique opportunity to influence Vanguard's financial planning strategy, partner across the enterprise, and help deliver innovative planning solutions that serve millions of clients.


In this role, you will:

  • Shape Vanguard's financial planning offerings and services across advised and self-directed client experiences.
  • Lead the evaluation and deployment of new planning capabilities, tools, and solutions.
  • Partner with product, technology, methodology, and business leaders to bring innovative planning experiences to market.
  • Evaluate and collaborate with internal teams and external providers to deliver best-in-class planning capabilities.
  • Guide the oversight and evolution of Vanguard's financial planning tools and services to ensure strong client outcomes.
  • Build, coach, and lead a team of high-performing financial planning subject matter experts. You'll provide guidance and training as necessary to develop crew including setting performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

What we're looking for:

  • Required Qualifications
    • Minimum of 8 years of related professional experience, including at least 5 years of experience in financial planning, wealth management, financial advice, or a related discipline.
    • Experience developing, evaluating, or implementing financial planning or financial advice methodologies, tools, capabilities, products, or solutions.
    • Experience applying financial planning expertise to develop or enhance client advice solutions or experiences.
    • Experience partnering with cross-functional teams, such as product, technology, business, financial planning, or methodology teams, to develop or implement financial planning or advice solutions.
    • Experience leading complex initiatives or programs involving multiple stakeholders.
    • Experience building, leading, coaching, or developing teams or financial planning professionals.
    • Undergraduate degree or an equivalent combination of education, training, and relevant professional experience.
  • Preferred Qualifications
    • Prior people management or supervisory experience.
    • Certified Financial Planner (CFP) certification.
    • Graduate degree.
    • Experience developing or implementing digital, technology-enabled, or AI-enabled financial planning or advice solutions.
    • Experience supporting financial planning or advice solutions for advised and/or self-directed investors.
    • Experience evaluating or managing relationships with external financial planning technology, tools, solutions, or service providers.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

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.

Vanguard Charlotte, North Carolina, USA Office

Two North Falls Plaza, Charlotte, NC, United States, 28217

Similar Jobs

17 Minutes Ago
Hybrid
Senior level
Senior level
Financial Services
Manage client technical onboarding and implementation of API-enabled treasury and cash management products. Serve as the client-facing technical contact, coordinate with Sales, Consulting, Product, and partners, translate business requirements into technical specifications, support file mapping and RFP responses, and maintain project documentation, timelines, dependencies, and status updates. Provide consultative technical guidance while ensuring successful client experiences and adherence to policies and service-level expectations.
Top Skills: Ai-Powered AnalyticsAPIsBrunoErpJSONMS OfficePostmanWebexWorkflow AutomationZoom
17 Minutes Ago
Hybrid
Senior level
Senior level
Financial Services
Lead data science initiatives by designing scalable analytical methods, building data pipelines and models, and delivering insights from financial and transaction data. Provide technical oversight, establish coding and modeling standards, ensure analytical rigor, and manage data science projects. Coach and develop analysts and data scientists while applying statistical analysis, machine learning, predictive modeling, anomaly detection, geospatial analytics, and business intelligence to support strategic decisions.
Top Skills: AlteryxAnomaly DetectionApi DevelopmentArtificial IntelligenceCloud ArchitectureData PipelinesGeospatial AnalyticsMachine LearningMl OpsNatural Language ProcessingPredictive ModelingPython 3.8SnowflakeSQLTableau
17 Minutes Ago
Hybrid
Senior level
Senior level
Financial Services
Leads employee experience change initiatives supporting HR product launches, adoption, and lasting behavior change across Performance and Learning products. Builds stakeholder relationships, gathers employee feedback, analyzes adoption metrics, develops change plans, coordinates global initiatives, and creates communications, training materials, readiness tools, and FAQs. Partners with Product, Function, Marketing, and Communications teams to improve employee understanding and engagement.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account