• Multi-Asset Investment Product Specialist

    Vanguard (Malvern, PA)


    Are you ready to expand your impact in one of the most dynamic and strategic areas of the investment industry? Vanguard is seeking a Multi-Asset Investment Product Specialist to join our growing team in support of our range of multi-asset solutions, including our industry leading Target Retirement Funds. This is a unique opportunity to partner with internal investment and distribution teams and engage externally with clients and consultants. In this role, you’ll be at the forefront of investment product management/strategy activities, ensuring Vanguard continues to offer a robust suite of multi-asset solutions that deliver exceptional value and performance. If you thrive in a fast-paced environment and want to influence the direction of a critical product category, we want to hear from you.

    In this role, you will:

    + Conduct analyses of multi-asset investment product topics confronting Vanguard's product line-up, including but not limited to our Target Retirement Funds, LifeStrategy Funds, and model portfolio offer. Leverage cross-functional teams as required. Prepare strategic analysis and recommendations for senior management.

    + Develop and display multi-asset investment and product expertise. Provide investment support and guidance to relationship management and sales teams. Participate in meetings with a range of Vanguard clients.

    + Manage or support various projects related to fund performance and health. Coordinate activities across various Vanguard areas to support fund initiatives. Develop and maintain key internal stakeholder relationships across the organization.

    + Leverage the client and sales feedback on products in order to assess product health and facilitate ongoing product improvements and positioning.

    + Support the creation of dynamic content used to position Vanguard investment products and to respond to investor queries.

    + Create and facilitate internal training and communications including training on launches and changes to existing products. Ensure coordination and consistency of product-related marketing initiatives and external communications across divisions.

    + Contribute to business line research agendas to enhance client experience and business results.

    + Stay current on industry, market, product, and competitive trends.

    + Participate in special projects and performs other duties as assigned.

    What it takes:

    + Undergraduate degree or equivalent combination of training and experience. Graduate degree and/or CFA preferred.

    + Five years related work experience, including three years experience in product management and investment analysis/strategy.

    + FINRA Series 7 & 63 licenses or the ability to obtain them within a reasonable period of time.

     

    Special Factors

     

    Sponsorship

     

    Vanguard is not offering visa sponsorship for this position.

     

    About Vanguard

     

    At Vanguard, we don't just have a mission—we're on a mission.

     

    To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

     

    How We Work

     

    Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.