Advice Methodology Analyst, Specialist

Our Group(6 days ago)

HybridFull TimeSenior$122,808 - $164,261 (estimated)

About this role

This role involves serving as a subject matter expert and advisor on financial planning strategies, developing and updating Vanguard's methodology, and providing guidance and training to internal advisors and analysts. The position requires a deep understanding of financial planning, legal, tax, and regulatory issues, with a focus on enhancing client advice and supporting strategic projects.

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Required Skills

Financial Planning
Regulatory Compliance
Tax
Legal
Training
Advisory
Research
Strategy
Communication
Analysis

Qualifications

Bachelor's Degree
CFP Certification or progress towards
Regulatory License

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

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