Head of Advised Asset Allocation

vanguard· The Vanguard Group, Inc.
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📍 Charlotte, NC📍 Malvern, PA📍 Scottsdale, AZFull time

About this role

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.

Frequently Asked Questions

Is the salary disclosed for the Head of Advised Asset Allocation position at vanguard?
The salary for this Head of Advised Asset Allocation role at vanguard is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Head of Advised Asset Allocation position at vanguard located?
This Head of Advised Asset Allocation role at vanguard is based in Charlotte, NC, Malvern, PA, Scottsdale, AZ. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Head of Advised Asset Allocation role at vanguard full-time or part-time?
This is listed as a Full time position. It is posted as a Head of Advised Asset Allocation role in the The Vanguard Group, Inc. department at vanguard.
Which team or department does the Head of Advised Asset Allocation at vanguard belong to?
This Head of Advised Asset Allocation position is part of the The Vanguard Group, Inc. department at vanguard. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Head of Advised Asset Allocation position at vanguard?
Click the "Apply Now" button on this page. You will be redirected to vanguard's official application portal hosted on workday where you can submit your application directly.
When was the Head of Advised Asset Allocation job at vanguard posted?
This Head of Advised Asset Allocation position at vanguard was posted on Aug 10, 2026. Apply as soon as possible — early applications are often reviewed first.
Head of Advised Asset Allocation
vanguard
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