Wealth Management Research, Senior Specialist
Core
Lead original research in wealth management, financial planning, and taxation to shape Vanguard's investment perspectives and inform client advice.
Role type
Senior Manager, Wealth Management Research (Thought Leadership)
Builds
Investment methodologies, research papers, white papers, and thought leadership content for clients and advisors.
Domain
Wealth Management / Financial Planning / Taxation
Required skills
quantitative and qualitative research, household tax planning, estate planning, portfolio construction, written communication, mentorship
Preferred skills
LL.M. in Taxation, Master of Science in Taxation, CPA, CFP®, utility-based lifecycle financial planning models, peer-reviewed publications
Technologies
utility-based lifecycle financial planning models
Responsibilities
Lead sophisticated quantitative and qualitative research, develop innovative perspectives and recommendations, produce high-quality research papers and presentations, mentor investment analysts, consult with senior business leaders
Seniority
Senior Manager, hands-on IC with strategic influence
