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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in financial planning methodologies and tools, with a strong focus on client outcomes and team leadership. Proven ability to collaborate with cross-functional teams to innovate and enhance financial advice solutions.
Highest-signal resume keywords
Financial Planning ExpertiseTeam LeadershipCross-Functional CollaborationFinancial Advice MethodologiesClient Experience Enhancement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningWealth ManagementFinancial AdviceMethodology DevelopmentTool ImplementationClient Advice SolutionsPerformance Standards SettingStakeholder ManagementProgram LeadershipCoaching and Development
Soft Skills
GuidanceTrainingCoachingCollaborationCommunication
Industry Keywords
Financial Planning ToolsClient OutcomesAdvised Client ExperiencesSelf-Directed Client ExperiencesBest-in-Class Planning Capabilities
About the role
Key responsibilities & impact- Shape Vanguard's financial planning offerings and services across advised and self-directed client experiences
- Lead the evaluation and deployment of new planning capabilities, tools, and solutions
- Partner with product, technology, methodology, and business leaders to bring innovative planning experiences to market
- Evaluate and collaborate with internal teams and external providers to deliver best-in-class planning capabilities
- Guide the oversight and evolution of Vanguard's financial planning tools and services to ensure strong client outcomes
- Build, coach, and lead a team of financial planning subject matter experts
- Provide guidance and training, set performance standards, review performance, and make informed compensation decisions in accordance with applicable HR policies and procedures
Requirements
What you’ll need- Minimum of 8 years of related professional experience, including at least 5 years of experience in financial planning, wealth management, financial advice, or a related discipline
- Experience developing, evaluating, or implementing financial planning or financial advice methodologies, tools, capabilities, products, or solutions
- Experience applying financial planning expertise to develop or enhance client advice solutions or experiences
- Experience partnering with cross-functional teams such as product, technology, business, financial planning, or methodology teams
- Experience leading complex initiatives or programs involving multiple stakeholders
- Experience building, leading, coaching, or developing teams or financial planning professionals
- Undergraduate degree or an equivalent combination of education, training, and relevant professional experience
- No visa sponsorship offered
Benefits
Comp & perks- Hybrid working model with enhanced flexibility
- In-person learning, collaboration, and connection
- Employee development and team learning opportunities