Vanguard
A client-facing role within Vanguard’s Advice & Wealth Management team supporting ultra-high-net-worth (UHNW) clients and contributing to the firm’s wealth-management offerings. The position is part of Vanguard’s broader effort to deliver personalized financial guidance and high-quality client experience. It sits within the firm’s wealth-management business and requires industry experience and regulatory licensing.
Company Size
1-10 employees
Vanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Vanguard.
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