Job Description

The Role

As the UK Personal Investor (UKPI) business and investment offer continue to evolve, there is an increasing need for a coherent, scalable and defensible approach to how investment decisions are made across the platform.

This includes the ongoing development of the fund offer, managed services, targeted support, and cash / liquidity solutions, delivered across Direct-to-Consumer (D2C), managed, and advised customer segments, all of which must remain aligned to client needs, regulatory expectations, and Vanguard’s long‑term investment philosophy.

The successful candidate will provide strategic leadership across both investment thinking and the methodologies that underpin decision‑making. You will be responsible for shaping:

• What the UK investment offer should become (strategic direction and roadmap)

• How decisions are made and assessed (methodology and frameworks)

• How both fund and cash propositions evolve over time

Operating with significant autonomy, the role spans both investment thinking and advice methodology across D2C, managed and advised propositions, influencing direction through depth of thinking, structured frameworks, and clear narrative, ensuring investment decisions are consistent, defensible, and outcome‑led.

In this role you will

• Define and own the advice methodology underpinning managed services and investment recommendations across D2C, managed and advised propositions, including portfolio construction, modelling approaches, rebalancing logic, and client outcome frameworks

• Design and evolve frameworks for portfolio construction, model development, prioritisation, and investment change, ensuring consistency across the Investment Offer function

• Ensure analytical models, tools, and outputs are fit for purpose, clearly understood, and translated into practical application across D2C, managed and advised customer segments

• Shape and own the long‑term strategic direction of the UK investment offer, including the fund line‑up and broader proposition evolution

• Use investment insights and modelling outputs to challenge prioritisation and strategic focus, ensuring material issues are surfaced early

• Own the methodology for the UKPI cash and liquidity offer, including MMF positioning and its role within the wider investment offer

• Partner closely with PRD (Product) and cross‑functional teams to ensure alignment between investment thinking, methodology, and product delivery

• Challenge assumptions and status quo constructively, bringing clarity to complex tradeoffs across growth, complexity, risk, and capacity

• Influence senior stakeholders through clear, structured narratives, able to explain and defend methodology, analysis, and recommendations under challenge

• Act as a thought partner to leadership on investment offer direction, risks, and opportunities, role‑modelling calm and proportionate decision‑making in ambiguity

• undefined

What it takes

• Proven experience of working within asset management, investment research, advisory, or platform environments

• Strong investment product knowledge, including funds, portfolio construction, and retail investment propositions

• Experience in advice methodology and investment modelling across D2C, managed and/or advised investment propositions

• A proven understanding of cash and liquidity solutions (e.g. MMFs) and their role within client portfolios and investment platforms

• Proven ability to design and apply structured frameworks to complex decision‑making problems

• Strong analytical capability with a robust grasp of logic and problem‑solving

• Strong written and verbal communication skills, able to translate complex modelling and methodology into clear, compelling narratives

• Experience working cross‑functionally with product, change, and stakeholder groups

• Strong awareness of the UK retail investment and regulatory environment

• Exceptional judgement with the ability to operate effectively in ambiguous and evolving environments

• High standards of quality, attention to detail, and ownership of outcomes

• Strong alignment with Vanguard’s investor‑first, long‑term philosophy

Special Factors

• Vanguard is not offering visa sponsorship for this position

• This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)

Why Vanguard?

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.

It's what we stand for: value to investors.

Inclusion Statement 

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.” 

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values. 

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.