Vanguard

• Responsible for the retention, satisfaction, and growth of clients • Establishes and deepens client relationships • Develops and communicates strategic business plans • Implements long term relationship retention & growth strategies • Achieves established sales, satisfaction and retention goals

• Act as a subject matter expert for GCP cloud security • Design, configure, and optimize Google Security Command Center (SCC) • Monitor and investigate security events using GCP audit logs • Identify misconfigurations and data exfiltration risks • Correlate findings with CNAPP, endpoint, and SIEM data sources • Identify attack paths across complex GCP environments • Assist with the development of automated response playbooks • Lead cloud-native incident response activities • Perform cloud forensics to analyze identity activity • Produce investigation reports and post-incident recommendations • Provide architectural guidance on secure GCP design • Partner with engineering teams to embed security controls

At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $12 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor and home office level. Financial Advisors are challenged by an ever-changing market environment and seek our partnership in driving better investment outcomes for their clients. Our team of experts provide comprehensive analysis and perspectives to help Advisors make sense of the current market and economic environment and identify and address portfolio construction challenges. We continue to experience significant demand from Advisors and Sales, and these roles represent an expansion of our team. Ideal candidates will possess strong investment acumen, excellent communication and relationship management skills, and the desire to positively impact the professional development of portfolio analyst crew. We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory clients build better portfolios and improve outcomes for clients. NOTE: Will also consider remote work locations in the United States. What it Takes - Advises financial advisor clients on asset allocation, portfolio construction, and fund selection decisions. Consults with clients to develop or adapt investment policy statements. - Communicates with clients to provide investment strategies to achieve client's goals. Identifies the appropriate risk tolerance, discuss appropriate savings or spending strategies and provide additional financial planning solutions as needed. Communicates with clients about investment products. - Conducts investment reviews and shares findings and recommendations with clients and related governing bodies. - Collaborates with internal partners to develop and deliver targeted client strategies, ensure a cohesive client experience, and maximize adoption and effective application of Vanguard services. Participates in the business development process. - Represents the department's viewpoint when collaborating with internal partners to develop and enhance Vanguard's advisory and investment methodology and portfolio strategies. Acts as a liaison to senior management and other divisions. - Serves as an internal and external subject matter expert on the investment and client industries, market conditions, competitors, and compliance, regulatory, and departmental policies and procedures. Contributes to the development of Vanguard's external publications and presents at conferences and client events. - Coaches, collaborates, and provides insight and direction to less experienced crew and internal partners. - Participates in special projects and performs other duties as assigned. Qualifications - 10+ year’s related experience in the Financial Services industry or client services. - Undergraduate degree or equivalent combination of training and experience. - Strong investment acumen: experience demonstrating deep knowledge of portfolio construction, including asset allocation, sub asset allocation, and product selection - Excellent communication & relationship management skills: ability to deliver comprehensive portfolio reviews clearly & credibly to sophisticated financial advisors and influence their portfolio construction decision making process; ability to build trust with Vanguard Sales teams and advisors - Knowledge of intermediary industry: broad understanding of the industry landscape plus an appreciation of practical challenges/constraints facing financial advisors across channels - FINRA Series 7 & 63. Special Factors - CFA or CFP is highly preferred. 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.

Internal Sales Consultant (Internal Wholesaler) About the role As an Internal Wholesaler at Vanguard, you’ll help financial advisors understand how our investment solutions can support their clients’ long‑term goals. You will play a key role in growing a defined territory, partnering closely with an External Sales Executive to deepen advisor relationships and drive new business. Your work directly supports Vanguard’s mission to give investors the best chance for investment success through clarity, partnership, and a client‑first mindset. What you’ll do Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory. Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions. Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities. Coordinate follow‑up actions across sales executives and internal partners; handle medium‑complexity inquiries from clients and prospects. Create presentation materials for advisor meetings, conferences, and internal discussions. Conduct competitive research on investment products, positioning, fees, and marketing strategies. Collaborate with teams across Sales, Relationship Management, Compliance, and Operations to support client needs and business growth. Contribute to special projects and broader strategic initiatives as assigned. What we’re looking for Minimum 2 years of wholesaling experience required. 3+ years of related experience preferred. Undergraduate degree or equivalent combination of training and experience. Progress toward investment‑related certifications (such as CFP, CFA, CIMA, or CAIA) preferred. Strong interest in financial services and consultative sales. Excellent communication and interpersonal skills, with the ability to build rapport and deliver clear value propositions. Ability to work both independently and collaboratively within a team environment. Regulatory license or registration (e.g., FINRA, state, SFC) may be required depending on specific responsibilities. Training & Career Path All new hires receive comprehensive training focused on “selling the Vanguard way,” including product knowledge, consultative sales techniques, and relationship‑building skills. After successful completion of the training program and demonstrated performance, you may advance to an Internal Sales Consultant role, partnering directly with an External Sales Executive to support territory growth. 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 is looking for a senior level data analyst with experience presenting recommendations to senior management, developing innovative solutions, and is technically skilled in data quality & analytics tools. You will become an expert in the critical data managed, provide thought leadership into transformative decisions and initiatives, and deepen relationships and business acumen while consulting with stakeholders and partners, inclusive of our external data vendors. By innovating in new ways to improve our data management processes, we want to leverage evolving data management capabilities and analytics tools to move our clients forward creating trusted data to support AI Ready Data and BI solutions. Core Responsibilities Serves as a subject matter expert (SME) of data sets for a given industry, data storage systems, and the operational processes being supported. Maintains awareness of changing business needs to create appropriate project solutions. Leads process design efforts to support new offerings, business initiatives, or improvement projects. Performs root cause analyses of complex data errors. Identifies opportunities to eliminate future occurrences, prioritizes initiatives, mitigates risk, leverages technology, and recommends short- and long-term solutions for issues. Focuses on improving Data Management's service offer and communicates with stakeholders and management to obtain their input and buy-in as appropriate. Recommends, coordinates, documents, and implements changes that will enhance work-flows and procedures. Integrates new or existing technologies into work-flows and communicates to all team members. Analyzes impacts and prepares environment for change. Builds and maintains relationships with internal and external partners to define data requirements, develop project specifications, and execute data projects to ensure that the expected outputs are delivered. Provides validation and approval of project deliverables. Qualifications Intermediate to advanced technical skills required – SQL, Python, AWS, Tableau Expertise in Data Management & Data Quality best practices. Strong consultation, data storytelling, and stakeholder management skills Strong professional presence and experience presenting recommendations to senior management. Strong data analysis and problem-solving skills. Skilled and passionate about developing innovative solutions. Financial or Investment data background is a plus. Minimum of five years of related work experience. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Nice to have: Collibra, experience working with Metadata, MS Dynamics 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.

This team member will support the ops360 and anaplan connections for personal investor operational readiness and help inform connectivity across those products and the OR team, as well as cross PI initiatives and analysis for senior leaders Core Responsibilities 1. Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an analytical project approach, and leads complex projects through completion. Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for large strategic initiatives. Qualifications Minimum of five years related work experience. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Advanced SQL: complex window. functions, query optimization, stored procedures for automation. Advanced Data Visualization experience (Tableau). 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.