Technical Consultant for Spark Archives actively managing electronic archiving projects and ensuring regulatory compliance. Collaborating closely with clients to deliver solutions tailored to their needs in a hybrid environment.
About the role
- Wealth Planning Consultant providing estate and financial planning to ultra-high net worth clients at Vanguard. Assisting clients through complex investment journeys with tailored strategies.
Responsibilities
- Provide income tax, estate planning, and/or wealth planning consultations to the largest Vanguard advised clients
- Review client's information and relevant documentation, research client issues, perform analysis to provide suggested solutions, and create client deliverables
- Guide and develop other wealth and estate planning crew within advice offer to help them grow to the next level
- Partner with financial advisors as they support clients in these subject areas and follow Vanguard's investment methodology
- Align with wealth and estate planning crew who provide consultations to Vanguard's clients in other divisions to ensure services in all offers are similar in philosophy and design
- Serve as an internal and external subject matter expert on wealth planning topics
- Contribute to thought leadership initiatives and Vanguard's external publications
- Analyze internal systems and processes to identify opportunities to improve the client experience and mitigate risk
- Maintain strong knowledge of compliance, regulatory, and departmental policies and procedures, as well as general market trends
- Support department and team initiatives
Requirements
- Undergraduate degree required
- Graduate degree (JD, MBA, Master of Tax) or equivalent combination of education and experience required
- Minimum of eight years related work experience in a related field
- Four years of project management experience preferred
- Experience in financial services encouraged
- CFP, CPA, and/or active Law License preferred, as well as other designations
Benefits
- Relocation assistance may be available
- Hybrid work environment (three days in office, two remote)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Consultant Cybersécurité advising on security for complex information systems. Engaging with clients on security implementations and conducting cybersecurity audits.
Channel Expertise Consultant managing media campaigns for a client portfolio at Havas Media Group in Madrid. Ensuring client satisfaction and smooth campaign delivery while reaching target objectives.
Compensation Consultant at PIMCO overseeing compensation strategy and programs across multiple business lines. Collaborating with cross - functional teams to ensure compliance and competitiveness in compensation practices.
Consultant(e) en stratégie pour le cabinet de conseil CMI, axé sur le private equity et corporate. Collaborant avec des dirigeants pour développer des solutions pertinentes.
Travel Consultant providing seamless travel management services to federal clients. Responsible for outstanding customer service before, during, and after their business trips.
Loan Review Consultant at Crowe, a public accounting and consulting firm supporting audit and tax services. Upholding company values and delivering innovative solutions.
Technical Consultant providing high - level support and training for Tekla Structures software. Collaborating with clients and internal teams to enhance user experience and product localization.
Consultant in Investor Services focusing on Hedge Fund Services at Northern Trust. Responsible for managing investor activities, ensuring compliance, and mentoring junior staff.
Senior Consultant managing risk and operational controls for a Fortune 500 financial institution. Collaborating with stakeholders to enhance governance and compliance in banking operations.