Key skills
LeadershipProject Management
About this role
Role Overview
- Provide income tax, estate planning, and/or wealth planning consultations to the largest Vanguard advised clients
- Review client's information and relevant documentation, research client issues, perform analysis to provide suggested solutions, and create client deliverables
- Guide and develop other wealth and estate planning crew within advice offer to help them grow to the next level
- Partner with financial advisors as they support clients in these subject areas and follow Vanguard's investment methodology
- Align with wealth and estate planning crew who provide consultations to Vanguard's clients in other divisions to ensure services in all offers are similar in philosophy and design
- Serve as an internal and external subject matter expert on wealth planning topics
- Contribute to thought leadership initiatives and Vanguard's external publications
- Analyze internal systems and processes to identify opportunities to improve the client experience and mitigate risk
- Maintain strong knowledge of compliance, regulatory, and departmental policies and procedures, as well as general market trends
- Support department and team initiatives
Requirements
- Undergraduate degree required
- Graduate degree (JD, MBA, Master of Tax) or equivalent combination of education and experience required
- Minimum of eight years related work experience in a related field
- Four years of project management experience preferred
- Experience in financial services encouraged
- CFP, CPA, and/or active Law License preferred, as well as other designations
Benefits
- Relocation assistance may be available
- Hybrid work environment (three days in office, two remote)