Senior Manager, Advice Methodology
Core
Lead a team of financial planning experts to shape Vanguard's financial planning strategy, offerings, and services for advised and self-directed clients.
Role type
Senior Manager, Financial Planning Methodology & Team Leadership
Builds
Scalable financial planning tools, experiences, and services
Domain
Wealth Management / Financial Advice
Deliverable
product features
Required skills
Financial planning expertise, Wealth management experience, Team leadership, Cross-functional partnership, Strategic planning, Solution evaluation
Preferred skills
CFP certification, Graduate degree, Digital/AI-enabled solutions experience, External provider management
Technologies
AI-enabled solutions, Digital planning tools
Responsibilities
Shape financial planning offerings and services, Lead evaluation and deployment of new planning capabilities, Partner with product and technology leaders, Build and coach a team of financial planning experts, Guide oversight of planning tools and services
Seniority
Senior Manager, hands-on leadership
