Drive Industry-Leading Research
Lead sophisticated quantitative and qualitative research focused on wealth management, financial planning, and taxation.
Develop innovative perspectives and recommendations that strengthen Vanguard’s position as an industry thought leader.
Influence Investment Strategy
Evaluate complex investment and financial planning topics, providing informed recommendations supported by rigorous analysis.
Create and Communicate Thought Leadership
Produce high-quality research papers, presentations, white papers, and other thought leadership content for clients, prospects, advisors, senior leadership, and media audiences.
Provide Subject Matter Leadership
Serve as a trusted internal authority on wealth management and investment strategy topics.
Develop Talent and Collaboration
Mentor and guide investment analysts on research design, methodology, and interpretation.

Bachelor's degree in Finance, Economics, Financial Planning, Taxation, or a related field.
Minimum 8 years of relevant experience, including significant experience conducting wealth management or financial planning research.
Deep expertise in: Household tax planning, Estate planning, Wealth management and financial planning strategies, Portfolio construction and investment advice.
Strong analytical, research, and written communication skills.
Demonstrated ability to translate complex research into practical insights and recommendations for diverse audiences.

Senior Specialist, Wealth Management Research

Key skills