Join a Business on the Rise: Vanguard Personalized Indexing
Are you energized by the opportunity to help shape a growing business at the forefront of innovation? Vanguard Personalized Indexing (VPI) is redefining how we deliver tailored investment solutions, and we’re just getting started.
This role offers a unique chance to contribute to a rapidly evolving, high-impact business where your ideas, insights, and execution directly influence outcomes. As part of a collaborative and forward-thinking team, you’ll help scale a modern investment platform while delivering exceptional client experiences.
Job Summary
Delivers accurate, timely, and compliant client service support for Vanguard Personalized Indexing® accounts. Executes servicing processes, partners with internal teams to resolve issues, and provides support and daily oversight of junior team members’ work.
Key Responsibilities
- Acts as subject matter expert and manages multiple workflow
- Serves as a point of escalation for issues raised by junior specialists based on severity and risk
- Identifies trends in complex issues and collaborates with internal partners to develop solutions. Provide training for less experienced crew.
- Partner with Operations, Portfolio Management, and Relationship teams on resolution of cases.
- Develops and maintains proficient knowledge of direct indexing mechanics, tax-aware investing concepts, and servicing complexity.
- Participates in special projects and performs other duties as assigned.
- Ensures operational processes are followed consistently and drives process improvement
Why This Role Stands Out
- Growth at the Core: Be part of a business in expansion mode, where priorities are dynamic and opportunities to lead and innovate are constant.
- Meaningful Impact: Your work will directly shape processes, client outcomes, and the future direction of VPI.
- Build & Improve: Contribute to building foundational capabilities, enhancing operations, and driving continuous improvement in a developing ecosystem.
- Cross-Functional Exposure: Partner with leaders and teams across investments, technology, operations, and client service - broadening your perspective and influence.
- Career Acceleration: Gain visibility, stretch assignments, and leadership opportunities that come with a young and evolving business.
What You’ll Bring to the Experience
- A mindset that thrives in growth, change, and ambiguity
- Passion for improving processes and delivering exceptional outcomes
- A desire to contribute ideas, challenge the status quo, and build something new
Qualifications and Skills
- Bachelor’s degree or equivalent relevant experience.
- 2–5+ years of experience in client service, investment operations, or advisor support.
- Working knowledge of direct indexing or SMA concepts and account servicing workflows.
- Strong attention to details and professional communication skills.
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.