Sales Analyst - Direct Indexing

Required Qualifications

• Minimum of five years of related work experience.
• High investment acumen, with the ability to understand and clearly communicate portfolio construction, tax management, indexing, and related investment concepts.
• Strong project management skills, exceptional attention to detail, and a proven ability to coordinate complex, cross-functional work from planning through execution.
• Demonstrated ability to operate independently, take full ownership of high-impact initiatives, and exercise sound judgment in ambiguous or evolving situations.
• Proven track record of using artificial intelligence, automation, or other technology-enabled approaches to solve problems, automate work, and improve processes.
• Strong written and verbal communication skills, with the ability to synthesize complex information into clear, practical recommendations for business partners and senior leaders.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Preferred Qualifications

• Experience in direct indexing, personalized indexing, SMAs, investment management, distribution strategy, sales enablement, or financial-services platform integration.
• Experience in private wealth management, portfolio construction, investment product management, tax-aware investing, or tax management.
• Experience supporting sales strategy, sales enablement, distribution strategy, or investment-product distribution.
• Experience with bank, broker-dealer, registered investment adviser, or wealth-management distribution channels.
• Experience coordinating financial-services platform integrations, investment due diligence, requests for information, or approval processes.
• Special Factors
• Sponsorship
• Vanguard is not offering visa sponsorship for this position.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

About Vanguard