Wealth Management Research, Senior Specialist

- 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. - Initiate and manage research projects that advance Vanguard's external market presence and intellectual capital.

- Evaluate complex investment and financial planning topics, providing informed recommendations supported by rigorous analysis. - Contribute to the ongoing enhancement of Vanguard's investment methodologies through detailed reviews, audits, and recommendations. - Identify emerging trends, challenges, and opportunities that may influence client outcomes and investment strategy.

- Produce high-quality research papers, presentations, white papers, and other thought leadership content for clients, prospects, advisors, senior leadership, and media audiences. - Clearly articulate the benefits, tradeoffs, and implications of various financial planning, tax, and portfolio construction approaches. - Represent Vanguard's perspectives through compelling, evidence-based communication.

- Serve as a trusted internal authority on wealth management and investment strategy topics. - Consult with senior business leaders to identify research priorities and address strategic questions. - Maintain and expand a repository of research and insights for cross-functional use across the organization.

- Mentor and guide investment analysts on research design, methodology, and interpretation. - Participate in collaborative forums designed to evaluate investment issues, debate emerging topics, and identify future research opportunities. - Contribute to special projects and strategic initiatives as needed.

- 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. - Academic / White paper style 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.

- Graduate degree in Financial Planning, Taxation, Economics, Finance, or a related discipline. - LL.M. in Taxation, Master of Science in Taxation, or similar advanced degree strongly preferred. - Professional designation such as CPA or CFP preferred. - Experience with utility-based lifecycle financial planning models. - Peer-reviewed publications and demonstrated thought leadership within wealth management, taxation, or financial planning disciplines. - Experience presenting to senior executives, advisors, clients, or industry audiences.