Wealth Planning Methodology Researcher - Malvern
1 week ago

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.
Job description
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