Vanguard

Direct Indexing Associate Portfolio Manager

United States · Work style not stated · Full time

Apply on the employer’s site ↗See how well you match this job

You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.

About the role

Description from the employer’s posting. Check the employer’s page for the current version.

EmployerVanguard
LocationUnited States
Work styleWork style not stated
Employment typeFull time
Employer posted1 Oct 2026

Job Summary

Responsible for direct indexing trading activities and processes. Provides exceptional client outcomes while adhering to regulatory and internal standards.

Core Responsibilities

Prepares assigned direct indexing portfolios that meet or exceed performance standards consistent with investment objectives, while adhering to client-specified or regulatory restrictions and constraints.
Collaborates and partners with investment advisors to deliver portfolio construction plans. Offers strategies for financial planning accounts and set up required personalized indexing capabilities for clients.
Analyzes portfolio management data and oversees resolution of process issues. Collaborates with internal stakeholders to investigate exceptions within trading instructions.
Reviews and monitors portfolios' trading activity to ensure portfolios track assigned index appropriately and correctly.
Supports the delivery of sophisticated portfolio construction and management strategy for complex financial planning accounts.
Builds relationships with external clients and internal departments. Acts as a liaison to facilitate a successful strategic approach to meet client and business needs.
Participates in and may lead initiatives to improve departmental policies and procedures. Review workflow changes to ensure they better meet evolving business needs and maintain adherence to external regulations.
Participates in special projects and performs other duties as assigned.

Show full description

Qualifications

Five years' related work experience in the Financial Services industry or client services preferred.
Undergraduate degree or equivalent combination of training and experience.
Progress towards or completion of CFA or CFP preferred.

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.

Future of Work

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

Salary Range:

$70,000.00 - $125,000.00

See how well you match this job Apply on the employer’s site ↗

Check your resume against this job Free, no sign-up. Nothing you paste is stored.

Staying safe while you apply

Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.

Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.

Preparing for this role with ROLIVA

Check the fit.
Compare the requirements with the experience you have confirmed, including gaps.
Prepare honestly.
Build interview stories and application drafts from your own evidence.
Keep track.
Save the role and record your own application status and follow-ups.

Create a free workspace or log in.