Wealth Planning Methodology Researcher - Malvern

Only for registered members Malvern, United States

1 week ago

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Job summary

Wealth Planning Researcher within Vanguard's Investment Strategy Group—Advised Wealth Planning Strategies team. Lead research initiatives that enhance methodologies and pioneer innovative wealth planning strategies.
  • Leads the development of changes to Vanguard's wealth planning methodology.
  • Partners with subject matter experts to design solutions to meet changing business needs, regulatory requirements, and position Vanguard's advice ahead of external competitive developments.

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