Head of Advised Asset Allocation

Vanguard

Head of Advised Asset Allocation leading personalized asset allocation and portfolio frameworks for Vanguard, a global investment management company. Developing scalable wealth solutions and advising investment and cross-functional teams.

Posted 8/10/2026full-timeMalvern • Arizona, North Carolina, Pennsylvania • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in asset allocation, portfolio construction, and personalized investment strategies, with a strong focus on client goals and risk management. Proven ability to lead teams and influence stakeholders while developing scalable investment solutions.

Highest-signal resume keywords

Wealth ManagementInvestment StrategyPortfolio ConstructionAsset AllocationRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personalized Portfolio ConstructionInvestment RecommendationsPortfolio MethodologyCapital Market AssumptionsAnalyticsDecision ToolsGovernanceModel PerformanceTeam LeadershipClient Solutions

Soft Skills

Team DevelopmentClient-Focused CapabilitiesInfluencing Stakeholders

Industry Keywords

Multi-Asset InvestingInvestment ManagementRisk CapacityLiquidityLegacy Objectives

About the role

Key responsibilities & impact

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
Lead the research team responsible for developing personalized asset allocation frameworks for wealth clients
Partner with investment management, product, and technology teams on wealth portfolio design

Requirements

What you’ll need

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
Ability to work under Vanguard's hybrid working model
Vanguard is not offering visa sponsorship for this position

Benefits

Comp & perks

Hybrid working model
Enhanced flexibility
In-person learning, collaboration, and connection
Opportunities to learn and develop skills as individuals and as a team