NMGI jobs - 26 jobs

The Wealth Management Select Client Manager (CM) is a critical role leading our front-line Relationship Managers who serve some of Vanguard's largest and most complex clients with $5-25M AUM. They are responsible for delivering a quality client experience, increasing client loyalty and retention, and driving growth. We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join the Wealth Management Select team. Client Managers directly influence the Wealth Management mission: Be a trusted partner to our ultra-clients and their families, giving them the best long-term outcomes so they can leave a legacy that fulfills their purpose in the world. As a member of our Select leadership team, you will play a critical role in making this vision a reality by coaching your crew to achieve Trusted Partner status, delivering with Reliability, Credibility, and Connection, supported by a Client First Orientation. You will lead a team of approximately 10 Relationship Managers serving 3,400 families with $20 billion in AUM. Your primary responsibility will be coaching and developing a team of Relationship Managers to delight clients, deepen loyalty, and create value for our Wealth Management Clients by uncovering unmet needs and aligning suitable solutions. As a result, you will help deepen and expand our client relationships and retain families through generations. The Wealth Management Select Client Manager (CM) is a critical role leading our front-line Relationship Managers who serve some of Vanguard's largest and most complex clients with $5-25M AUM. They are responsible for delivering a quality client experience, increasing client loyalty and retention, and driving growth. We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join the Wealth Management Select team. Client Managers directly influence the Wealth Management mission: Be a trusted partner to our ultra-clients and their families, giving them the best long-term outcomes so they can leave a legacy that fulfills their purpose in the world. As a member of our Select leadership team, you will play a critical role in making this vision a reality by coaching your crew to achieve Trusted Partner status, delivering with Reliability, Credibility, and Connection, supported by a Client First Orientation. You will lead a team of approximately 10 Relationship Managers serving 3,400 families with $20 billion in AUM. Your primary responsibility will be coaching and developing a team of Relationship Managers to delight clients, deepen loyalty, and create value for our Wealth Management Clients by uncovering unmet needs and aligning suitable solutions. As a result, you will help deepen and expand our client relationships and retain families through generations. Ideal Candidate: An ideal candidate brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity, innovatively solving complex problems, and developing Practice Management skills (relationship management, book management, and sales). We've built a strong collaborative team deeply committed to our mission and purpose. Ideal candidates will leverage these critical competencies and collaborate across Vanguard departments and business units to make our team even stronger. Responsibilities * Hires, evaluates, and supervises crew. * Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. * Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions. * Supports strategy planning for a book of business. * Model growth opportunities, contribute to business planning activities, and support client account retention. * Provides guidance and support to Wealth Management Select Relationship Managers. * Assists in the recovery and strengthening of at-risk relationships coaching Relationship Managers to demonstrate empathy and deeply understanding client needs. * Develops, implements, and monitors goals and action plans. Reviews team performance and identify trends, suggests improvements, and provides analysis/feedback to Relationship Manager. * Resolves complex client issues related to products or processes by taking ownership and delivering consistently with excellence. * Influences changes among the team to improve end-to-end processes and meet client needs. Participates in solution development with internal colleagues and cross-functional teams. * Supports Relationship Managers in identifying potential options for solutions. Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship. * Participates in special projects and performs other duties as assigned. Qualifications * Minimum of five years related work experience. Three years of experience in Financial Services. Relationship Management and Sales experience preferred. * Previous sales leadership experience preferred. * Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. * This job requires FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines. * An ideal candidate brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity, innovatively solving complex problems, and developing Practice Management skills (relationship management, book management, and sales). We've built a strong collaborative team deeply committed to our mission and purpose. Ideal candidates will leverage these critical competencies and collaborate across Vanguard departments and business units to make our team even stronger. Other Details This role is part of our hybrid work model with Tuesdays - Thursdays required in our offices to foster collaboration and relationships. On Mondays and Fridays, our crew will have the option to work remotely, or continue working from one of our offices in Dallas, TX. 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.

Vanguard's Financial Advisor Services Engagement Strategy team is seeking a strategic, creative, and tech-savvy Senior Content Strategist to drive personalized digital experiences through compelling copy and AI-powered workflows. This role sits at the intersection of content creation, content strategy, and AI agent development, working closely with Engagement Strategy to build scalable, personalized digital experiences for advisors. Key Responsibilities: Personalized content creation * Develop and optimize content for emails, landing pages, and digital assets. * Ensure voice and tone are consistent across all content formats. * Create modular content blocks for dynamic personalization. Content Strategy * Develop content frameworks that support personalization at scale. * Map content to customer journeys, lifecycle stages, and audience segments. * Collaborate on content governance, taxonomy, and tagging strategies. AI Agent Development & Enablement * Partner with developers to build and test AI agents in Writer that support content creation, personalization, and deployment. * Design and refine prompts for generative AI tools to ensure high-quality output. * QA agent-generated content for tone, accuracy, and contextual relevance. * Provide training data and feedback loops to improve agent performance. Cross-Functional Collaboration * Work with engagement strategists and digital marketing managers to align content with journey logic and automation triggers. * Collaborate with UX, data, and engineering teams to integrate content into digital experiences. * Support experimentation and A/B testing to optimize content performance. Experience needed: * Expert content creator. Understands how to connect broader positioning to targeted content within digital channels. * Proven ability to connect performance data to optimizations of content to reach business outcomes. * Demonstrated ability in being able to personalize content based on data and research inputs. * Familiarity with personalization tools like Adobe Target, Marketo, or similar tools. * Able to navigate GenAI tools and a deep understanding of prompting techniques to get to quality outputs. Qualifications: * 5-7 years related work experience. Three years in information architecture, user experience, content strategy, content design, or similar preferred. * Undergraduate degree or equivalent combination of training and experience. * Financial services industry experience is a plus. * Experience working in a B2B environment preferred but not a requirement. Vanguard's hybrid work model is designed to balance flexibility with collaboration. This role requires in-office presence on Tuesdays through Thursdays to foster connection, learning, and teamwork, while Mondays and Fridays offer the option to work remotely. 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.

Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients. Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive with competitive compensation, outstanding benefits, and a culture of inclusivity and support. Elevate your career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book of business which can include high-profile, and influential individuals and families. By communicating Vanguard's investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Senior Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators As experts in the advice space, Senior Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets and the financial industry and are willing to coach and support their peers. Why You'll Love Working Here: * Work-Life Harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being. * Professional Growth: Benefit from a workplace that prioritizes your professional development. * Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits: * At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being. * Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses. * Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards. * Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases. To learn more about our benefits, visit: ********************************************** Qualifications * CFP designation required. Additional certifications such as the CFA, CTFA or CPA preferred. * This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well as the SIE or ability to acquire once in the role. These will be determined by Compliance based on role-specific duties. * 7+ years of financial advice, financial planning, book of business management and relationship management. * Experience applying trust and estate planning knowledge to help preserve client's wealth * In-depth knowledge of financial planning, investment strategies, and industry regulations. * Excellent written and verbal communication skills, including strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits Considerations * Occasional travel may be required to Vanguard clients, sites, or local/national professional conferences. * Relocation is available to those who qualify. * This role follows a hybrid working model. We are in the office Tuesday-Thursday and work remotely Monday & Friday. Are you ready to take the next step in your career? We look forward to reviewing your application and learning more about you! 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.

Collaborates extensively with creative teams to produce complex or high profile written communication in compliance with legal, regulatory, and corporate standards. If workers could feel a greater sense of financial well-being, think of what might be possible: stronger workplaces and more resilient futures for both employers and employees. As a senior copywriter in the Vanguard Workplace Solutions Marketing team, you'll shape how employers and consultants across the country think about financial wellness. You'll create compelling, clear, and compliant B2B product marketing content that brings to life Vanguard's comprehensive approach to employee financial wellness-including advice, health savings, emergency funds, education savings, and student loan repayment programs. Your words will help plan sponsors understand why Vanguard leads the way in the financial wellness space. This is a creative and collaborative role. You'll work closely with business experts, designers, and marketers to develop high-impact materials that drive awareness and consideration. Your strong writing transforms positioning and creative briefs into compelling promotional messages that differentiate our products and inspire our target audiences to take action. In this role, you will: Brainstorm and develop creative concepts with clients and colleagues incorporating a deep understanding of the business and industry. Gather comments and feedback from editors, editorial and content managers, subject matter experts, and other relevant parties. Provide insightful feedback to content submitters. Maintain up-to-date knowledge of assigned industry and of Vanguard products, processes, and/or services. Research new topics as necessary. Demonstrate initiative and creativity in identifying and meeting client needs. Serve as mentor to less experienced writers by providing specific feedback on their copy, story ideas, new media formatting, and interviewing skills. Contribute and oversee content creation from the planning or draft stage to completion. Assist with evaluating and fine-tuning project scope, content strategy, requirements, and deadlines. Respond to edits and changes from subject matter experts with flexibility, while maintaining quality and accuracy. Teach and set Vanguard writing style and standards. Participate in special projects and perform other duties as assigned. You'll work on a wide variety of marketing projects, including: * Web articles and blog posts that tell compelling stories. * Webpages that serve as hubs to drive engagement with clients and prospects. * Scripts and storyboards for events and videos that show as well as tell. * Digital advertising campaigns over a variety of channels. * Client-focused email journeys to support demand generation and account-based marketing efforts. * Presentations and other promotional materials that deliver information clients can put into action. If you're driven by mission, thrive in a regulated environment, and enjoy writing about solutions that make a real difference in people's lives, we'd love to hear from you. Qualifications * Minimum five years related work experience. * Undergraduate degree or equivalent combination of training and experience. * Demonstrated excellence in business-to-business writing. Additional information Provide a link to your digital portfolio with application. Note This position is a hybrid work role including work from home 2 days per week and in office 3 days per week. 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.

Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Malvern, PA. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities. As a Vanguard Advisor, You Will: * Establish, grow, and maintain long-term relationships with clients. * Partner with investors to help them plan their financial goals. * Provide disciplined investing approaches, tax management strategies, and additional financial planning support. * Develop personalized investment strategies and deliver financial planning guidance for the moments that matter. Why You'll Love Working Here: * Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being. * Professional Growth: Benefit from a workplace that prioritizes your professional development. * Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits: * At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being. * Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses. * Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards. * Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases. To learn more about our benefits, visit: ********************************************** Qualifications: * Certified Financial Planner designation required. * Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position). * Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. * Shown experience managing a book of business with a track record of client satisfaction and loyalty. * Apply trust and estate planning knowledge to help preserve client's wealth. * In-depth knowledge of financial planning, investment strategies, and industry regulations. * Positive and resilient change agent while fostering collaboration as both a peer and business partner. Special Factors: * Vanguard is not offering visa sponsorship for this position. * Relocation available to those who qualify. * We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday. Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors! 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.

Shape the next generation of portfolio solutions. Vanguard's Model Portfolio Solutions function is at the center of how we design and deliver innovative portfolios for our clients. As part of this growing team, we are seeking a Model Portfolio Solutions Analyst/Quantitative Strategist to play a critical role in building, managing, and evolving solutions that reflect Vanguard's best thinking. This is a unique opportunity to work at the heart of Vanguard's investment engine, where your expertise will help bring innovative, client-focused solutions-from core model portfolios to custom glide paths and hybrid private/public blends-to market. Responsibilities: * Manage portfolios: Lead the creation, management, and enhancement of a suite of model portfolios and custom glide paths aligned with investor needs across channels and markets. * Develop new solutions: Partner with business units to design innovative portfolio solutions, including custom multi-asset models and strategies that integrate both public and private markets. * Apply rigor: Incorporate Vanguard's capital markets assumptions (CMA) into portfolio construction across a wide spectrum of asset classes-equities, fixed income, private credit, and private equity-while applying techniques such as tax-aware investing and factor-based solutions. * Engage stakeholders: Collaborate with distribution, product, and client-facing teams to ensure alignment and adoption of models and glide paths. * Deliver insights: Contribute to analytics, performance attribution, and thought leadership that highlight the value of Vanguard's multi-asset solutions. Qualifications: * 1-7 years of experience in multi-asset investing, portfolio construction, investment research, or a related field. * Familiarity with capital markets assumptions (CMA), private/illiquid assets, or custom portfolio design is a plus, but not required. * Knowledge of risk tools such as Barra is a plus, but not required. * Strong analytical skills and curiosity to explore innovative approaches to asset allocation across diverse asset classes. * Excellent communication skills-the ability to explain investment concepts clearly to different audiences. * Collaborative, adaptable, and eager to learn in a dynamic team environment. * Education: Bachelor's, Master's, MBA, or PhD-all backgrounds welcome. Work Model & Relocation Support This role follows a hybrid work model designed to promote collaboration and connection. Team members are expected to work onsite in our Malvern, PA office from Tuesday through Thursday. On Mondays and Fridays, you'll have the flexibility to work remotely or continue working onsite. We offer relocation assistance to help you transition to the Malvern, PA area. 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.

We are seeking a strategic and results-driven Client Journey Owner, Senior Specialist to lead the Digital Access team. This team will design and optimize digital experiences for key clients. The role will lead a cross-functional agenda to deliver a connected client experience across the advisor lifecycle-building and refining integrated journeys that span digital and sales channels to build new relationships, drive deeper engagement, and win opportunities with this key part of the Financial Advisor Services audience. Key Responsibilities: Strategic Leadership & Alignment: * Develop and execute a roadmap for the digital ecosystem that reflects business and product priorities and drives customer engagement and sales activation. * Align digital strategies with sales and client strategies to maximize conversion and market share growth. * Define and communicate a clear vision for the integrated client experience across digital and sales touchpoints. Journey Optimization & Initiative Prioritization: * Lead cross-functional team in designing and optimizing digital experiences and journeys aligned with sales processes, product, and client objectives. * Prioritize initiatives based on business impact, customer needs, and stakeholder input. * Define, track, and report on success metrics (e.g., newly reached advisors, digital engagement, opportunity conversion rates) for each stage of the journey. * Lead cross-functional teams to design and implement experiments that validate hypotheses, deliver enhancements, and drive engagement and conversion. Collaboration & Stakeholder Management * Collaborate closely and self-organize with product owner peer group to manage the advisor experience holistically and maximize the impact of digital strategies across segments. * Work closely with BD Sales, Business Intelligence, Distribution Enablement, Distribution Strategy, Sales Tech, Advisor Tech, and Endurance Marketing among other teams to ensure alignment and execution of digital experience initiatives. Continuous Improvement & Innovation * Stay abreast of industry trends, digital best practices, and emerging technologies (i.e. AI) to drive innovation in digital journeys and operational efficiencies. * Foster a culture of agility, experimentation, and continuous improvement. Qualifications: * 8+ years of experience in digital product management, growth marketing, client journey ownership, or a related field, preferably in financial services or B2B environments. * Bachelor's degree in Digital, Marketing, Business, or related field; MBA or relevant certification a plus. * Proven track record of driving measurable results across the customer lifecycle. * Strong understanding of digital marketing, sales funnels, CRM, and marketing automation. * Analytical mindset with experience in journey mapping, data analysis, and success metric definition. Ability to analyze data and translate insights into actionable marketing strategies. * Excellent communication, collaboration, stakeholder management, and project management skills. * Demonstrated ability to lead cross-functional initiatives and drive results in a matrixed environment. * Ability to influence and navigate ambiguity in a dynamic environment At Vanguard, we believe flexibility fuels success. Our hybrid work model gives you the best of both worlds; collaborative in-office days and remote work options. For roles based in Malvern, PA, you'll join your team on-site Tuesday through Thursday, with the freedom to work from home on Mondays and Fridays. It's a balance designed to support your productivity, well-being, and connection. 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.

The Director will serve as the strategic owner and program lead for Vanguard's debit card initiative within the Cash & Savings portfolio. This role will drive the end-to-end strategy, vendor management, operational readiness, and cross-functional alignment required to launch and scale a differentiated debit card experience. The ideal candidate will bring deep and proven expertise in payments, product strategy, and client experience, and will be responsible for translating strategic vision into actionable plans that deliver measurable outcomes. Key Responsibilities Strategic Ownership * Define and evolve the strategic roadmap for debit card capabilities, including spend enablement, client experience, and competitive positioning. * Lead cross-functional planning and execution across Personal Investor, Advice / Wealth Management, Finance, Risk, Legal, Technology, and Distribution. * Serve as the primary liaison to external vendors and internal partners for RFPs, onboarding, integration and ongoing vendor management. * Conduct market analysis to inform strategic decisions. Program Leadership * Manage the full lifecycle of the debit card initiative-from concept to launch and ongoing optimization and performance management. * Coordinate governance routines, executive reporting, and stakeholder engagement. * Provide guidance and mentorship to teams involved in delivery and optimization. Data-Driven Decision Making * Develop and maintain KPIs to measure success across adoption, usage, client satisfaction, and operational efficiency. * Leverage data and insights to continuously improve product performance and client outcomes. Operational Readiness * Partner with Enablement, Risk, Money Movement, Customer Service and Fraud teams to ensure scalable, secure, and compliant delivery. * Oversee crew training, client communications, and support model development. * Identify and assist as needed with resolving operational dependencies, including backend processing, and fraud controls. Strategic Integration * Align debit card strategy with broader Cash & Savings initiatives including Money Movement Enablement, Product Health Scorecard, and Segment Strategy. * Ensure seamless integration with advice / wealth management and personal investor segments, supporting use case clarity and positioning. Participates in special projects and performs other duties as assigned Qualifications * 8+ years of experience in payments strategy, preferably debit card product management. * Proven ability to lead complex, cross-functional initiatives with strategic impact. * Strong understanding of debit card ecosystems, vendor management, and client experience design. * Excellent communication, stakeholder management, and analytical skills. * Experience with fraud prevention, operational risk, and regulatory compliance preferred. * Graduate degree preferred * NACHA certification a plus Vanguard's hybrid work model is designed to balance flexibility with collaboration. This role require in-office presence on Tuesdays through Thursdays to foster connection, learning, and teamwork, while Mondays and Fridays offer the option to work remotely. 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.

With over $4 trillion in assets under management across our intermediary channel, Vanguard's FAS division is already a market leader. Our next chapter focuses on deepening advisor connectivity by transforming how we engage, support, and empower financial professionals. Through modernized tools, streamlined processes, and a digitally enabled, insight-rich distribution model, we're building a more intuitive and integrated experience for advisors. This role plays a pivotal part in shaping that future. The Product Manager for Personalization and Next Best Action (NBA) will lead the orchestration of data-driven personalization strategies that span digital and sales channels. This role is responsible for designing and operationalizing scalable segmentation frameworks, real-time decisioning engines, and optimizing FAS's lead scoring system to drive superior client outcomes and business impact. This leader will serve as a strategic connector across platforms, and teams-ensuring that segmentation models, NBA logic, and signal-based triggers are aligned to maximize advisor engagement. Key Responsibilities Product Leadership & Strategy * Own the end-to-end NBA and Segmentation vision and strategy, including roadmap development, prioritization frameworks, and cross-functional alignment. * Lead the Signals program, FAS's insight distribution platform for sales, ensuring behavioral and engagement signals are captured, modeled, and activated across journeys and campaigns. * Partner with analytics, digital, and sales teams to define and refine segmentation and decisioning logic using modeled and custom segments. * Translate strategic hypotheses into measurable pilots and scaled programs, with clear success metrics and feedback loops. Execution & Enablement * Operationalize NBA logic using predictive models and business rules to deliver real-time, personalized advisor outreach. * Partner with Client Journey Owners to define segmentation use-cases and activate for digital journeys and experiences. * Collaborate with technology and data teams to ensure infrastructure supports dynamic segmentation and signal ingestion. Cross-Functional Collaboration * Serve as a connective tissue across Distribution Enablement, Digital, and Sales to ensure NBA and segmentation strategies are embedded in go-to-market plans. * Partner with Content Strategy to translate segmentation insights into tailored messaging and experiences. * Support the prioritization and scoping through structured frameworks and signal-based opportunity scoring. Measurement & Optimization * Establish OKRs and measurement frameworks to assess program impact, advisor engagement, and business outcomes. * Continuously refine NBA and segmentation strategies based on performance data, feedback, and evolving business needs. * Instills an experimentation mindset, mentoring others to define, construct, and experiment from experimentation. Qualifications * 8-12 years of experience in product management, marketing strategy, or sales enablement. * Proven success in leading cross-functional initiatives that blend data, technology, and client insights. * Strong understanding of segmentation methodologies, predictive modeling, and personalization engines. * Experience with CRM/CDP platforms, marketing automation tools, and data visualization. * Excellent communication and stakeholder management skills. * Systems thinker with a bias for action. * Comfortable navigating ambiguity and driving clarity across teams. * Passionate about using data to unlock scalable, personalized experiences. * Bachelor's degree required; MBA or advanced degree preferred. Vanguard's hybrid work model is designed to balance flexibility with collaboration. This role required in-office presence on Tuesdays through Thursdays to foster connection, learning, and teamwork, while Mondays and Fridays offer the option to work remotely. 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.

Aptos is a people-first blockchain on a mission to help billions of people achieve universal and fair access to decentralized assets in a safe and scalable way. Founded by some of the original creators and maintainers that researched, designed, and built the Diem blockchain to serve this purpose, we have dedicated several years toward this mission. We believe the open-source Diem technology we have developed is an important foundation of a safe and scalable web3 world where everyone has more equitable opportunities to grow and access financial assets with lower fees and fewer intermediaries. Aptos (Ohlone for "The People") encompasses our mission and ethos for why we build. About the Role At Aptos Labs we're pioneering the future of web3 and need a passionate Product Security Engineer to help secure our core technologies. In this role, you'll be at the forefront of safeguarding our Aptos core infrastructure and Aptos Labs products. Your proactive approach will help us identify and mitigate emerging threats, ensuring our systems remain resilient and trustworthy. You will work closely with our developers, influence security best practices, and lead initiatives that shape the future of web3 security. Responsibilities Analyze and assess novel and recurring security issues via design reviews, code audits, and penetration tests. Design and build security tools, and develop mitigations, frameworks, and hardening strategies tailored for vulnerability prevention and detection. Review and develop secure operational practices, and provide security guidance for engineers. Respond to and triage reports from bug bounty programs. Minimum Qualifications B.S. or M.S. in Computer Science, a related technical field, or equivalent experience. 3+ years of experience in vulnerability research and exploitation. Experience with native development practices and common vulnerability patterns (e.g., Rust, C, etc.) Experience with automated security analysis tooling and frameworks (fuzzing, static analysis, etc.) Preferred Qualifications Contributions to the security community (public research, blogging, talks in relevant conferences, etc.) Experience with virtual machines or complex runtime environments, such as MoveVM (extra bonus), EVM, WASM, or LLVM-based runtimes, including their security models, sandboxing, and execution isolation. Familiarity with smart contract programming languages (extra bonus for Move), security tools, and frameworks, including formal verification. Our Benefits 100% insurance premium coverage for medical, dental, and vision for you and your dependents (US Employees) Equipment of your choice Flexible vacation time, 11 holidays, and floating company days off Competitive Salary Protocol Token Grants 401k matching (US Employees) Fun and inclusive in-person and digital events Aptos is committed to diversity in the workplace, and we're proud to be an Equal Opportunity Employer. We do not hire on the basis of race, color, religion, creed, gender, national origin, citizenship, age, disability, veteran status, marital status, pregnancy, parental status, sex, gender expression or identity, sexual orientation, or any other basis protected by local, state or federal law. All employment is decided based on qualifications, merit, and business need. We are committed to providing a safe and secure hiring process for all applicants. Unfortunately, there are individuals who may attempt to impersonate Aptos or our employees for fraudulent purposes. To protect yourself, please be aware of the following: We will never ask you for payment of any kind during the application or onboarding process, including fees for background checks, training, or equipment. We will always communicate with you using our official company email domain. We will never request your personal financial information, such as your social security number or bank account details, during the initial application stages or via email or a video/voice call when onboarding.

Are you ready to help us redefine what exceptional client service looks like? Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we realize every day through our mission, "to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success." Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of "crew" as a Client Service Excellence Center associate! At Vanguard, we believe in supporting our "crew" personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing. We also believe in recognizing your commitment to excellence. To celebrate your dedication, we offer milestone rewards in this role: * $10,000 at your 3-year anniversary * $20,000 at your 5-year anniversary * $20,000 every 5 years thereafter Work Model: This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all of your work duties from within the state of Missouri. Licensing Requirement: The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date. Vanguard will provide training resources and a voucher to cover the exam cost. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will: * Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. * Lead with empathy and an owner's mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients. * Collaborate with internal departments through various strategic initiatives to continuously improve the client and "crew" experience. What it takes: You don't have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds - the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. We have seen most success from individuals with: * 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills. * A strong sense of ownership for client outcomes-taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust. * A learner's attitude and an appetite to continuously build your knowledge. * High school, associate degree, or bachelor's degree. * This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. * A desire for stability and takes pride in building a long-term career in client service. Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. 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.

Come join a team that provides day-to-day administration and supports working with various top-of-the-line technology, software environments, operating systems, and computer hardware platforms! Job Overview: The IT Applications Analyst is responsible for the daily administration, support, and optimization of enterprise business applications. This role involves evaluating, documenting, implementing, testing, and troubleshooting a wide range of software solutions while performing root cause analysis to resolve incidents efficiently. The analyst collaborates across several IT teams, works within diverse software environments, operating systems, and hardware platforms, and serves as a key liaison between end users, IT professionals, and third-party vendors. Under the guidance of the IT Applications Supervisor and Manager, the analyst also contributes as a technical lead on application-related projects and ensures consistent, high-quality support for all business-critical applications. Job Requirements: Reflects MINIMUM EDUCATION, TRAINING, CERTIFICATION and EXPERIENCE required in order to meet the expectation of this job: Any combination of post-secondary education in Business, Information Technology or related IT field and IT related experience to equal 4 years. Must possess excellent interpersonal skills, communication skills and sound judgment. Hands on experience with multiple IT technologies. Knowledge and understanding of incident, problem and escalation process. Outstanding Benefits & Perks: Mystic Lake Casino Hotel and Little Six Casino are owned and operated by the Shakopee Mdewakanton Sioux Community (SMSC). The SMSC understands that our greatest resource is our employees, who deserve thoughtful and best-in-class benefits. We are proud to offer competitive and robust benefits including health and dental insurance plans with HSA and FSA options, on-campus health and vision clinics, generous paid time off, retirement plans with 6 percent dollar-for-dollar matching, maternity, and bonding parental leave options, short- and long-term disability, life insurance, and more. In addition to benefits for employees and their dependents, there are several employee perks and discounts, as well as wellness opportunities, to participate in during your career with the SMSC. Who We Are: We're not just in the business of entertainment; we're in the business of crafting unforgettable experiences. We believe in the power of possibility, to unite and uplift, rallying around every triumph, big and small. At Mystic Lake and Little Six, every moment is a chance to be the experience. Different backgrounds, different strengths, and different passions, we value the diversity that everyone brings to the table. Our values are a direct reflection of the diverse communities that we proudly serve, represent, and invest in. We invite you to the place to learn, grow, thrive and lead. Let's create moments that matter, celebrate diversity, and build a brighter future for all. Be the Experience. Be Bold. Be Mystic.

Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients. Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive with competitive compensation, outstanding benefits, and a culture of inclusivity and support. Elevate your career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book of business which can include high-profile, and influential individuals and families. By communicating Vanguard's investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Senior Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators As experts in the advice space, Senior Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets and the financial industry and are willing to coach and support their peers. Why You'll Love Working Here: * Work-Life Harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being. * Professional Growth: Benefit from a workplace that prioritizes your professional development. * Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits: * At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being. * Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses. * Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards. * Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases. To learn more about our benefits, visit: ********************************************** Qualifications * CFP designation required. Additional certifications such as the CFA, CTFA or CPA preferred. * This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well as the SIE or ability to acquire once in the role. These will be determined by Compliance based on role-specific duties. * 7+ years of financial advice, financial planning, book of business management and relationship management. * Experience applying trust and estate planning knowledge to help preserve client's wealth * In-depth knowledge of financial planning, investment strategies, and industry regulations. * Excellent written and verbal communication skills, including strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits Considerations * Occasional travel may be required to Vanguard clients, sites, or local/national professional conferences. * Relocation is available to those who qualify. * This role follows a hybrid working model. We are in the office Tuesday-Thursday and work remotely Monday & Friday. Are you ready to take the next step in your career? We look forward to reviewing your application and learning more about you! 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.

The Director will serve as the strategic owner and program lead for Vanguard's debit card initiative within the Cash & Savings portfolio. This role will drive the end-to-end strategy, vendor management, operational readiness, and cross-functional alignment required to launch and scale a differentiated debit card experience. The ideal candidate will bring deep and proven expertise in payments, product strategy, and client experience, and will be responsible for translating strategic vision into actionable plans that deliver measurable outcomes. Key Responsibilities Strategic Ownership * Define and evolve the strategic roadmap for debit card capabilities, including spend enablement, client experience, and competitive positioning. * Lead cross-functional planning and execution across Personal Investor, Advice / Wealth Management, Finance, Risk, Legal, Technology, and Distribution. * Serve as the primary liaison to external vendors and internal partners for RFPs, onboarding, integration and ongoing vendor management. * Conduct market analysis to inform strategic decisions. Program Leadership * Manage the full lifecycle of the debit card initiative-from concept to launch and ongoing optimization and performance management. * Coordinate governance routines, executive reporting, and stakeholder engagement. * Provide guidance and mentorship to teams involved in delivery and optimization. Data-Driven Decision Making * Develop and maintain KPIs to measure success across adoption, usage, client satisfaction, and operational efficiency. * Leverage data and insights to continuously improve product performance and client outcomes. Operational Readiness * Partner with Enablement, Risk, Money Movement, Customer Service and Fraud teams to ensure scalable, secure, and compliant delivery. * Oversee crew training, client communications, and support model development. * Identify and assist as needed with resolving operational dependencies, including backend processing, and fraud controls. Strategic Integration * Align debit card strategy with broader Cash & Savings initiatives including Money Movement Enablement, Product Health Scorecard, and Segment Strategy. * Ensure seamless integration with advice / wealth management and personal investor segments, supporting use case clarity and positioning. Participates in special projects and performs other duties as assigned Qualifications * 8+ years of experience in payments strategy, preferably debit card product management. * Proven ability to lead complex, cross-functional initiatives with strategic impact. * Strong understanding of debit card ecosystems, vendor management, and client experience design. * Excellent communication, stakeholder management, and analytical skills. * Experience with fraud prevention, operational risk, and regulatory compliance preferred. * Graduate degree preferred * NACHA certification a plus Vanguard's hybrid work model is designed to balance flexibility with collaboration. This role require in-office presence on Tuesdays through Thursdays to foster connection, learning, and teamwork, while Mondays and Fridays offer the option to work remotely. 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.

Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity. As a Vanguard Advisor, You Will: * Establish, grow, and maintain long-term relationships with clients. * Partner with investors to help them plan their financial goals. * Provide disciplined investing approaches, tax management strategies, and additional financial planning support. * Develop personalized investment strategies and deliver financial planning guidance for the moments that matter. Why You'll Love Working Here: * Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being. * Professional Growth: Benefit from a workplace that prioritizes your professional development. * Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits: * At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being. * Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses. * Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards. * Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases. To learn more about our benefits, visit: ********************************************** Qualifications: * Certified Financial Planner designation required. * Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position). * Five years of advisory experience, specifically in advice planning, book of business management, and relationship management. * Shown experience managing a book of business with a track record of client satisfaction and loyalty. * Apply trust and estate planning knowledge to help preserve client's wealth. * In-depth knowledge of financial planning, investment strategies, and industry regulations. * Positive and resilient change agent while fostering collaboration as both a peer and business partner. Special Factors: * Vanguard is not offering visa sponsorship for this position. * Relocation available to those who qualify. * We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday. Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors! 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.

Vanguard's Financial Advisor Services Engagement Strategy team is seeking a strategic, creative, and tech-savvy Senior Content Strategist to drive personalized digital experiences through compelling copy and AI-powered workflows. This role sits at the intersection of content creation, content strategy, and AI agent development, working closely with Engagement Strategy to build scalable, personalized digital experiences for advisors. Key Responsibilities: Personalized content creation * Develop and optimize content for emails, landing pages, and digital assets. * Ensure voice and tone are consistent across all content formats. * Create modular content blocks for dynamic personalization. Content Strategy * Develop content frameworks that support personalization at scale. * Map content to customer journeys, lifecycle stages, and audience segments. * Collaborate on content governance, taxonomy, and tagging strategies. AI Agent Development & Enablement * Partner with developers to build and test AI agents in Writer that support content creation, personalization, and deployment. * Design and refine prompts for generative AI tools to ensure high-quality output. * QA agent-generated content for tone, accuracy, and contextual relevance. * Provide training data and feedback loops to improve agent performance. Cross-Functional Collaboration * Work with engagement strategists and digital marketing managers to align content with journey logic and automation triggers. * Collaborate with UX, data, and engineering teams to integrate content into digital experiences. * Support experimentation and A/B testing to optimize content performance. Experience needed: * Expert content creator. Understands how to connect broader positioning to targeted content within digital channels. * Proven ability to connect performance data to optimizations of content to reach business outcomes. * Demonstrated ability in being able to personalize content based on data and research inputs. * Familiarity with personalization tools like Adobe Target, Marketo, or similar tools. * Able to navigate GenAI tools and a deep understanding of prompting techniques to get to quality outputs. Qualifications: * 5-7 years related work experience. Three years in information architecture, user experience, content strategy, content design, or similar preferred. * Undergraduate degree or equivalent combination of training and experience. * Financial services industry experience is a plus. * Experience working in a B2B environment preferred but not a requirement. Vanguard's hybrid work model is designed to balance flexibility with collaboration. This role requires in-office presence on Tuesdays through Thursdays to foster connection, learning, and teamwork, while Mondays and Fridays offer the option to work remotely. 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.

Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success." Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of "crew" as a Client Service Excellence Center associate! At Vanguard, we believe in supporting our "crew" personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary) determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses). In addition, you'll receive a $20,000 licensing bonus for bringing your active SIE, Series 7, & Series 63 licenses. We also believe in recognizing your commitment to excellence. To celebrate your dedication, we offer milestone rewards in this role: * $10,000 at your 3-year anniversary * $20,000 at your 5-year anniversary * $20,000 every 5 years thereafter Work Model: This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all of your work duties from within the state of Missouri. Licensing Requirement: To be considered for this role, you must hold active FINRA Series 7 and Series 63 licenses. If you do not currently have these licenses or only hold partial licensing, we invite you to explore our other Client Service Excellence Center opportunity-a fully remote role based in Missouri. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel fully supported when they call into Vanguard. As a Client Service Excellence Center associate, you will: * Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. * Lead with empathy and an owner's mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients. * Collaborate with internal departments through various strategic initiatives to continuously improve the client and "crew" experience. What it takes: You don't have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds - the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. We have seen most success from individuals with: * 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills. * A strong sense of ownership for client outcomes-taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust. * A learner's attitude and an appetite to continuously build your knowledge. * High school, associate degree, or bachelor's degree. * This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. * A desire for stability and takes pride in building a long-term career in client service. Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. 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.

The Director will serve as the strategic owner and program lead for Vanguard's debit card initiative within the Cash & Savings portfolio. This role will drive the end-to-end strategy, vendor management, operational readiness, and cross-functional alignment required to launch and scale a differentiated debit card experience. The ideal candidate will bring deep and proven expertise in payments, product strategy, and client experience, and will be responsible for translating strategic vision into actionable plans that deliver measurable outcomes. Key Responsibilities Strategic Ownership * Define and evolve the strategic roadmap for debit card capabilities, including spend enablement, client experience, and competitive positioning. * Lead cross-functional planning and execution across Personal Investor, Advice / Wealth Management, Finance, Risk, Legal, Technology, and Distribution. * Serve as the primary liaison to external vendors and internal partners for RFPs, onboarding, integration and ongoing vendor management. * Conduct market analysis to inform strategic decisions. Program Leadership * Manage the full lifecycle of the debit card initiative-from concept to launch and ongoing optimization and performance management. * Coordinate governance routines, executive reporting, and stakeholder engagement. * Provide guidance and mentorship to teams involved in delivery and optimization. Data-Driven Decision Making * Develop and maintain KPIs to measure success across adoption, usage, client satisfaction, and operational efficiency. * Leverage data and insights to continuously improve product performance and client outcomes. Operational Readiness * Partner with Enablement, Risk, Money Movement, Customer Service and Fraud teams to ensure scalable, secure, and compliant delivery. * Oversee crew training, client communications, and support model development. * Identify and assist as needed with resolving operational dependencies, including backend processing, and fraud controls. Strategic Integration * Align debit card strategy with broader Cash & Savings initiatives including Money Movement Enablement, Product Health Scorecard, and Segment Strategy. * Ensure seamless integration with advice / wealth management and personal investor segments, supporting use case clarity and positioning. Participates in special projects and performs other duties as assigned Qualifications * 8+ years of experience in payments strategy, preferably debit card product management. * Proven ability to lead complex, cross-functional initiatives with strategic impact. * Strong understanding of debit card ecosystems, vendor management, and client experience design. * Excellent communication, stakeholder management, and analytical skills. * Experience with fraud prevention, operational risk, and regulatory compliance preferred. * Graduate degree preferred * NACHA certification a plus Vanguard's hybrid work model is designed to balance flexibility with collaboration. This role require in-office presence on Tuesdays through Thursdays to foster connection, learning, and teamwork, while Mondays and Fridays offer the option to work remotely. 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.

Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Scottsdale, AZ. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for Certied Financial Advisor and Senior Certified Financial Advisor opportunities. As a Vanguard Advisor, You Will: * Establish, grow, and maintain long-term relationships with clients. * Partner with investors to help them plan their financial goals. * Provide disciplined investing approaches, tax management strategies, and additional financial planning support. * Develop personalized investment strategies and deliver financial planning guidance for the moments that matter. Why You'll Love Working Here: * Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being. * Professional Growth: Benefit from a workplace that prioritizes your professional development. * Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits: * At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being. * Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses. * Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards. * Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases. To learn more about our benefits, visit: ********************************************** Qualifications: * Certified Financial Planner designation required. * Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position). * Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. * Shown experience managing a book of business with a track record of client satisfaction and loyalty. * Apply trust and estate planning knowledge to help preserve client's wealth. * In-depth knowledge of financial planning, investment strategies, and industry regulations. * Positive and resilient change agent while fostering collaboration as both a peer and business partner. Special Factors: * Vanguard is not offering visa sponsorship for this position. * Relocation available to those who qualify. * We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday. Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors! 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.