Head of Advised Asset Allocation
at Vanguard
Posted 7 hours ago
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- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**Head of Advised Asset Allocation** leads team developing personalized portfolios for wealth clients. Key responsibilities include leading asset allocation strategy, designing scalable recommendations, advancing portfolio methodology, and equipping advisors. Essential skills: 10+ years' experience in investment management, expertise in asset allocation and portfolio construction, proficiency in capital market assumptions and model portfolio design. Supervisory experience required.
Role Overview
The Head of Advised Asset Allocation leads the research team responsible for developing personalized asset allocation frameworks that translate client goals, preferences, and financial circumstances into scalable portfolio solutions for wealth clients.
The role oversees allocation methodology, portfolio modeling, capital market assumptions, and wealth portfolio design in partnership with investment management, product, and technology teams.
Key Responsibilities
Lead asset allocation, portfolio construction, and model portfolio frameworks for wealth portfolios.
Design scalable personalized investment recommendations aligned to client goals, risk capacity, income needs, taxes, liquidity, and legacy objectives.
Advance portfolio methodology, research, capital market assumptions, analytics, and technology-enabled personalization.
Equip advisors with recommendation frameworks, decision tools, communications, and guidance for complex client situations.
Oversee governance, risk, suitability, model performance, and team leadership across investment and cross-functional partners.
Build, lead, and develop a high-performing team with strong investment, analytical, and client-focused capabilities.
What it will take
10+ years of experience in wealth management, investment strategy, portfolio construction, asset allocation, or multi-asset investing.
Significant experience developing portfolio recommendations for individual investors.
Deep expertise in asset allocation, risk management, and personalized portfolio construction.
Experience leading investment teams and influencing senior business stakeholders.
Track record of translating sophisticated investment concepts into scalable client solutions.
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.
