Vanguard jobs

Job Description Job Description: Vanguard, Wealth Management, Family Legacy Specialist The Family Legacy team at Vanguard collaborates with various business units to support Wealth Management clients possessing assets of $5 million or more. The team's primary objectives include facilitating effective communication regarding wealth purpose and intentions within families, providing educational resources to beneficiaries on responsible wealth stewardship, and equipping family members for future roles and responsibilities. Degrees and subject matter expertise - Experience in fields such as family systems theory, family psychology, family education, family business frameworks, behavioral finance, financial therapy, leadership theories, or related areas. - Degrees such as master's in psychology, Family Communication and/or Conflict Management Certification, or Family Enterprise Certification are preferred. Facilitation and client relationship experience - Skilled in consulting, coaching, and/or advising families of wealth, family businesses, and or family offices for at least 5 years. - Experience in client facilitation in one-to-one and group conversations either virtual or in person. - Experience in facilitating financial, business, wealth planning, and succession planning conversations in the family and or planning context. - Skilled in adult training, leadership, process consulting, and coaching. - Experience in facilitating and teaching large groups, as well as applying new content to create individual and family change outcomes. Project management - Proven track record in managing small-scale projects focused on the creation of family legacy marketing materials and the development of family legacy programs. Communication - Excellent written and oral communication skills - Experience communicating regularly with UHNW clients - Superior presentation skills to individuals, families, and larger groups for conference-scale events and workshops - Ability to create educational resources and thought leadership with subject matter expertise Goals - To promote effective family dialogue and strengthen the advisor's role within the family wealth system, fostering greater involvement from spouses and next-generation family members. - To focus on the client's family and wealth transitions with a commitment to the client's longer-term financial well-being and Vanguard's relationship with the family system through time. - To strengthen and cultivate Vanguard's relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) families by adopting a more systematic and dialogue-driven approach to planning. - To join a team that delivers unique family engagement solutions to Vanguard, including one-on-one and group coaching, developing a standardized family meeting process, and presenting at client events. - To develop subject matter expertise, enhancing and expanding our family legacy content offerings, and collaborating as a co-creation partner with business partners across the broader organization. Expected tasks - Experience in jointly leading projects and developing facilitation and learning methods to achieve common outcomes and objectives. - Advanced analytical and facilitation abilities for conveying complex concepts to effectively support change within the family system. - A comprehensive understanding of business priorities and the competitive landscape, as well as the ability to align individual contributions with wealth planning strategies and desired business outcomes. - Proven ability to drive business goals and coordinate effectively across a highly matrixed organization with peers and senior leaders. - Skilled in content development, training, instructional design, and adaptable facilitation. - Travel expected approximately once every other month. - This position operates under a hybrid working model, combining the advantages of both onsite and remote work environments. Team members are expected to work remotely on Mondays and Fridays, while reporting in person to a Vanguard office from Tuesday through Thursday. 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.

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically hold advised assets ranging up to $5 million , and require highly personalized, strategic investment guidance. In this leadership role, you will: - Develop and mentor a team of financial professionals, fostering a culture of excellence, integrity, and client-first service. - Oversee client engagement strategies , ensuring that each advisor delivers tailored financial solutions aligned with the unique goals and legacy aspirations of high-net-worth individuals and families. - Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience. - Drive business growth by identifying opportunities to deepen client relationships, expand wallet share, and enhance loyalty through proactive service and value-added insights. - Ensure regulatory compliance and uphold Vanguard's fiduciary standards in all client interactions and advisory practices. This role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs. Responsibilities - Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. - Participates in business planning. Analyzes departmental statistics and prepares management reports. Uses data to monitor problems and measure success of the team and the business. Identifies opportunities and executes solutions. - Manages a shared book of business with an emphasis on client enrollment, client satisfaction, and retention. - Supports advisors in analyzing and resolving client planning issues and developing solutions. - Regularly provides feedback and coaching to advisors. Identifies opportunities for process improvement and recommends changes to procedures at the departmental level to meet changing business needs. - Communicates internal and industry developments to crew within department quickly and accurately. - Supports management in staffing implementation and operational plans and changes to policies and procedures. - Serves as a resource for internal partners regarding all topics of financial planning. Develops extensive knowledge of Vanguard funds, products, and services to help educate and guide clients. Maintains extensive understanding of financial planning, capital markets, and the Financial Services industry. - Participates in special projects and performs other duties as assigned. Qualifications - Five years related work experience in financial services. Supervisory experience preferred. - Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. - CFP preferred. - 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. 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.

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. Serves as the primary point of contact for complex existing clients. Develops and maintains strong relationships. Proactively evaluates client needs and financial goals and recommends services to improve the client relationship. Core Responsibilities 1. Broadens complex relationships with existing clients. Identifies opportunities and strategies related to recordkeeping and client services. Supports strategy planning for a book of business. Tracks growth opportunities, contributes to business planning activities, and supports client account retention. 2. Evaluates client needs through consultations. Researches service improvement options and strategies to meet client needs. Uses strong relationship management skills and knowledge of client needs to create relationship plans and help clients develop financial goals. 3. Resolves complex client issues related to products, services, or processes. Processes may not be clearly defined and may require creative solutions. 4. Facilitates the creation of service solutions for clients, requiring cross-team connections to address gaps in process or services that are not easily defined or clearly owned by any single team. 5. Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship. 6. Participates in special projects and performs other duties as assigned. Qualifications - Minimum of five years related work experience. Three years experience in Financial Services and Relationship Management preferred. - Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. - 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. 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.

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. In this role, you will be responsible for redesigning, maintaining, and managing cybersecurity policies and standards that support our GRC modernization efforts. You will translate regulatory, risk, control, and business requirements into clear, actionable, and audit-ready policy language; ensure standards remain current, consistent, and aligned to enterprise governance expectations; and partner with stakeholders to strengthen compliance, reduce ambiguity, and enable teams to operate efficiently within defined risk and control requirements. The Governance, Risk & Compliance Analyst, Specialist is a key member of Vanguard's Global Enterprise Security's Governance, Risk, Compliance (GRC) and Strategic Operations team. This position recommends, develops, implements, and monitors enterprise-wide information security policies, standards, and operational guidelines. It assesses the end-to-end integrated GRC framework of information security policies, standards, and operational control linkages to manage cyber security risks within tolerances, satisfy regulatory obligations, and address expanding requirements, with exceptional stakeholder experience. Data-driven approaches will be used to predict risk issues, develop solutions, and partner with key owners and stakeholders. Automation will be used to accelerate delivery and improve effectiveness. Responsibilities - Works with Enterprise Security and Fraud subdivisions and business units as the technical authority regarding security of application and systems software, equipment, and related capabilities and performance characteristics to evaluate their effectiveness at meeting defined requirements, determining integration requirements and identifying ramifications on operations of their implementation. - Conducts security and fraud assessments, risk analyses and assesses contingency plans for to verify existence and effectiveness of safeguards. - Supports the development and maintenance of a portfolio of global security and fraud policies and standards. Monitors and maintains the lifecycle of the portfolio. Responsible for oversight of management and decisions related to methodology and policy for all Security and fraud functions. - Advises key stakeholders and security policy owners during policy and standards discussions. Interfaces with clients on all inquiries related to Information and IT Security and fraud capabilities. - Works with Compliance and Regional Security and Fraud teams to understand global regulatory requirements, develop global and regional policies and standards, and oversee implementation. Interfaces with external regulators for Information and IT Security and Fraud. - Reviews and analyzes current and proposed policy and standards directives and IT technical issues which may affect the implementation of Information Security and Fraud across the enterprise. - Recommends, develops, implements and coordinates new security policies, standards, controls and operating doctrine at all levels across the company. Interprets policy relating to Vanguard information security and frau functions and provides guidance, as required. - Defines and implements automations to accelerate delivery and improve effectiveness. - Defines and implements data-driven approaches and dashboards to predict risk issues, develop solutions, and partner with key owners and stakeholders. - Designs, implements and supports modernized GRC process and tool capabilities. - Participates in special projects and performs other duties as assigned. Qualifications - Five years related work experience, Information Security or fraud experience required. - Undergraduate degree or equivalent combination of training and experience. Computer Science degree preferred. - In-depth knowledge of relevant frameworks and standards (i.e., NIST CSF, NIST 800-53, CIS Controls, ISO 27002) and financial services industry cyber regulations and guidelines, and considered an expert in the domain. - Demonstrated experience with GRC solutions platform and automation capabilities. - Excellent communication and influencing skills. - Influence key stakeholders and security policy and control owners. - Professional certification (CISSP, CISM, CompTIA, SANS, ISC2) preferred. 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.