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Wealth Management

Head of Investment Solutions Product & Service

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Vanguard
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A leading investment firm is looking for a seasoned professional to join their Advice and Wealth Management Portfolio Solutions team. This role focuses on developing and managing investment strategies, utilizing strong analytical skills to enhance client engagements. Ideal candidates should have over 8 years of experience in product development or investment projects, strong stakeholder management abilities, and relevant certifications like CFP or CFA.

The position offers a hybrid working environment to balance collaboration and flexibility.
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