Serve as an internal authority on various financial planning topics and strategies
Partner with team leaders to define a strategic roadmap for financial planning content and capabilities
Develop concise, high-impact thought leadership content—including research briefs, presentations, and planning insights—for advisors, clients, and internal stakeholders
Collaborate with Vanguard’s Investment Strategy Group and other internal stakeholders to shape the firm’s perspective on key financial planning topics and integrate insights into our advice framework
Design and deliver targeted training programs with Learning & Development to enhance advisor proficiency in financial planning concepts and strategies
Represent the department in internal and external forums, client webinars, and speaking engagements; provide case consultation on complex client financial planning scenarios
Provide case consultations to internal advisors and team members on complex financial planning scenarios
Coach and develop investment analysts on the team, elevating standards for analytical depth, writing quality, and executive communication
Lead or support special projects aligned with the team’s strategic goals

Eight years of experience in the Financial Services industry or client services preferred
Undergraduate degree or equivalent combination of training and experience
Graduate degree preferred
CFP or progress towards required; additional designation in financial planning preferred
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)

Senior Financial Planning Strategist

Key skills