Wealth Planning Methodology Researcher

Our Group(4 months ago)

HybridFull TimeSenior$118,973 - $159,913 (estimated)Investment Strategy

About this role

A Wealth Planning Researcher in Vanguard’s Investment Strategy Group (Advised Wealth Planning Strategies team) contributes to the development and validation of Vanguard’s wealth planning research and methodology. The role emphasizes rigorous quantitative work and strategic analysis to support Vanguard’s client-focused investment guidance and to inform internal stakeholders and leadership.

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Required Skills

Wealth Planning
Tax Planning
Estate Planning
Quantitative Analysis
Portfolio Construction
Research
Python
Modeling
Training
Mentoring

Qualifications

Minimum Five Years' Experience
Graduate Degree in Financial Planning, Economics, or Finance (Preferred)

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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