Qureos Mentor

Vanguard

<div><div>Do you enjoy developing experienced advisors to help them delight clients and create value? Are you energized by shaping client engagement strategies, coaching through complexity, and influencing how a wealth management business evolves? Are you looking for a leadership role where your judgment, perspective, and ability to develop others truly matter?
As a UHNW Wealth Advisor, Senior Manager you&rsquo;ll lead a team of Senior Wealth Advisors serving high‑net‑worth clients with $5M&ndash;$15M in managed assets. Vanguard&rsquo;s Wealth Management business stands apart through its client‑first ownership structure, long‑term investment philosophy, and ability to deliver a suite of solutions including planning, investments, estate planning and trust solutions, private equity, and more.
In this role, you&rsquo;ll bring that differentiated offer to life by coaching advisors, strengthening client relationships, and shaping how advisors engage their clients and manage their books of business. You&rsquo;ll partner closely across Wealth Management to influence strategy, elevate the client experience, and develop advisors who are confident, thoughtful, and deeply trusted by the families they serve.
This role is based in our Dallas, Texas office, follows a hybrid working model, and offers relocation assistance for candidates who live 50+ miles away.
Responsibilities:<ul><li>
Coach and support a team of Senior Wealth Advisors in the Dallas office, helping them strengthen financial planning capabilities, deepen client relationships, and navigate complex client needs.</li><li>
Partner with advisors to thoughtfully design and execute client and book‑of‑business strategies that strengthen relationships, improve retention, and support sustainable growth through referrals and net new assets.</li><li>
Use strong financial planning and capital markets acumen to help advisors translate market conditions and client goals into clear, practical strategies.</li><li>
Expand the impact of Vanguard&rsquo;s new regional wealth management model with strategies that create high-impact virtual interactions as well as select in-person gestures and client engagements.</li><li>
Share insights from advisor and client experiences to help shape broader Wealth Management strategy and continuously improve how we serve clients.</li><li>
Navigate ambiguity with confidence, leveraging your network and resources to get up to speed quickly, while building community, sharing perspectives, and leading in a way that&rsquo;s authentic to you.</li></ul>
Qualifications:<ul><li>
Demonstrated experience leading and developing financial advisors or other client‑facing professionals, supported by 8+ years of related financial services or advisory experience and a strong ability to coach, mentor, and elevate performance through consultative growth.</li><li>
Deep financial planning and capital markets expertise, with the judgment and confidence to guide advisors and engage with clients through complex planning and investment decisions.</li><li>
Proven ability to strengthen client relationships and guide thoughtful book‑of‑business strategies that drive strong, long‑term client outcomes.</li><li>
Strategic thinking and business acumen, with the ability to contribute to client and business strategy and influence how the Wealth Management business evolves.</li><li>
A self‑directed leadership approach, with comfort operating in ambiguity, learning quickly, and leveraging relationships and resources to move work forward.</li><li>
Strong communication and influence skills, with the ability to partner across teams and lead through change with clarity and empathy.</li><li>
Bachelor&rsquo;s degree or equivalent combination of education and experience; advanced degrees welcomed.</li><li>
Certified Financial Planner (CFP&reg;) designation preferred.</li><li>
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role‑specific duties.</li></ul>
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission&mdash;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.</div></div>

Senior Manager, UHNW Wealth Advisors

<div><div>Join Vanguard&rsquo;s Global Fund Reporting Team! This is an exciting opportunity to support Vanguard&rsquo;s growing global product line-up. Crew in this role will contribute to the continued evolution of global fund reporting oversight and help shape lasting strategic changes across the organization. If you're passionate about driving impact and thrive in a fast-paced, collaborative environment, we want to hear from you. Be part of a team where your insights and initiative will make a lasting difference! Role responsibilities include: review the most complex fund financial reporting deliverables completed by third party service providers to verify accuracy, and resolve outstanding issues. Act as a technical lead for the team. Lead the development, implementation and administration of various strategic initiatives within the department.</div><div>
Join Vanguard&rsquo;s Global Fund Reporting Team! This is an exciting opportunity to support Vanguard&rsquo;s growing global product line-up. Crew in this role will contribute to the continued evolution of global fund reporting oversight and help shape lasting strategic changes across the organization. If you're passionate about driving impact and thrive in a fast-paced, collaborative environment, we want to hear from you. Be part of a team where your insights and initiative will make a lasting difference!
Role responsibilities include: review the most complex fund financial reporting deliverables completed by third party service providers to verify accuracy, and resolve outstanding issues. Act as a technical lead for the team. Lead the development, implementation and administration of various strategic initiatives within the department.
 Responsibilities:<ul><li>
Performs analytical review of reports for medium to high complexity funds for accuracy. Validates results and performs control checks to ensure accurate results from service providers. Resolves data issues or requests for information.</li><li>
Oversees the completion of the group's key deliverables. Reviews selected financial reports for accuracy. Manages dividend and capital gain distribution process and tax reporting functions as assigned. Analyzes financial reports, and researches and resolves items that exceed established tolerance levels.</li><li>
Completes fund financial statements and reports for shareholder and regulatory reporting in accordance with local regulatory reporting requirements. Serves as central point of contact and technical expert for the department. Shares knowledge and assists colleagues with complex problem resolution.</li><li>
Identifies and documents any areas of control gaps. Recommends improvement measures and manages the strengthening and maintenance of the internal control framework.</li><li>
Manages policies and procedures, gathers team input, and makes strong recommendations for process and control improvements. Leads process enhancement initiatives.</li><li>
Develops and maintains broad understanding of regulatory reporting requirements and ensures compliance. Provides thought-leadership on fund reporting events and regulatory changes. Partners with management to navigate potential changes through implementation.</li><li>
Facilitates the fund certification process, including scheduling and preparing necessary certification documents.</li><li>
Participates in special projects and performs other duties as assigned.</li></ul> 
Qualifications:<ul><li>
Minimum of five years&rsquo; related work experience, with at least 2 years in financial services.</li><li>
Undergraduate degree or equivalent combination of training and experience.</li><li>
CPA, CA or other financial designations preferred.</li></ul>
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission&mdash;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.</div></div>

Fund Financial & Regulatory Reporting Analyst, Specialist

<div><div>Are you energized by investments, problem-solving, and delivering high-quality work in a fast-paced environment? Join IMG Service as a Specialist supporting Vanguard&rsquo;s Fixed Income Group (FIG). FIG manages active and index bond funds and oversees Vanguard&rsquo;s money market funds, making this a meaningful opportunity to work close to the investment process in a complex and highly collaborative environment.
In this role, you will help deliver operational excellence through precise execution, strong judgment, proactive partnership, and continuous improvement. You will support assigned products, partner closely with portfolio managers, traders, and key business stakeholders, respond to operational inquiries, steward critical investment and trading data, and help strengthen workflows, controls, and standard work in a fast-moving environment. IMG Service provides 24/6 real-time support, issue resolution, and end-to-end stewardship of investment and trading data used by front-office portfolio management and trading systems.
This role is well suited for someone who can execute BAU work with precision and timeliness, remain composed and resourceful in ambiguous situations, independently resolve problems, and identify opportunities to improve business processes over time. This S1 role also emphasizes proposing and documenting enhancements to current frameworks and standard work, building strong relationships with clients and critical business partners, and contributing to continuous improvement efforts that strengthen the business offer.
Success in this role requires building foundational understanding of the life cycle of the trade, operational workflows, related technical systems, and operational risk, while continuing to grow business, investment, and technical acumen. Ongoing development in data literacy, analytics tools such as SQL and Python, and visualization platforms such as Power BI and Tableau is highly encouraged.<h3 class="jobSectionHeader">
What You&rsquo;ll Bring</h3><ul><li>
Strong analytical, research, and problem-solving skills</li><li>
Clear written and verbal communication</li><li>
A control-minded, risk-aware approach to decision-making</li><li>
Ability to work effectively in a collaborative, fast-moving environment</li><li>
A continuous improvement mindset and interest in strengthening processes</li><li>
Curiosity, initiative, and a desire to grow investment, business, and technical expertise</li></ul><h3 class="jobSectionHeader">
Qualifications</h3><ul><li>
Minimum of three years of related work experience</li><li>
Undergraduate degree or equivalent combination of training and experience</li></ul>
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission&mdash;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.</div></div>

Fund & Investment Operations Analyst - Investment Support, Specialist

<div><div>Analyzes data, assesses trends and develops actionable insights and recommendations in support of large strategic business initiatives. Actively develops the analytics community at Vanguard by coaching others internally and participating in external events.</div><div>
Product &amp; Distribution Strategy Analytics is growing! We&rsquo;re opening a new role to support some of the most important questions facing the Personal Wealth business&mdash;how we drive growth, retain clients, and plan for what&rsquo;s next. As part of this horizontal analytics team, you&rsquo;ll partner closely with both Product and Distribution leaders and work across key workstreams including Cash Flow, Retention, and Forecasting. The role spans a wide range of analytical work, from ownership of core metrics and reporting to deeper driver analysis, time‑series modeling, and AI/ML solutions that help inform growth and retention strategy for the division. If you enjoy variety, close business partnership, and seeing your work directly influence decisions, this role has plenty to offer.
Responsibilities
1. Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an analytical project approach, and leads complex projects through completion. Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for large strategic initiatives.
2. Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.
3. Performs analyses of historical data to surface trends and insights using advanced analytical methods. Validates analytical techniques employed by other analysts.
4. Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
5. Develops, owns and manages recurring analytic or reporting processes.
6. Actively develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Participates and presents during scheduled analytics seminars.
7. Participates in special projects and performs other duties as assigned.
Qualifications<ul><li>
Minimum of eight years related work experience.</li><li>
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.</li><li>
Expert‑level SQL with experience building, validating, and maintaining complex queries and datasets used for executive reporting and analysis.</li><li>
Strong Tableau skills, including designing intuitive, business‑ready dashboards and translating complex data into clear, actionable insights.</li><li>
Advanced Python experience for analysis, modeling, and automation (e.g., pandas, NumPy, stats/ML libraries).</li><li>
Proven data science skillset, including:<ul><li>
Driver and root‑cause analysis</li><li>
Time‑series forecasting and trend analysis</li><li>
Segmentation and exploratory modeling</li><li>
Applying AI/ML techniques to real business problems</li></ul></li><li>
Ability to partner closely with business stakeholders to translate ambiguous questions into structured analyses and clear recommendations.</li><li>
Comfortable working across reporting and deep‑dive analytics&mdash;owning both the &ldquo;what happened&rdquo; and the &ldquo;why it happened / what&rsquo;s next&rdquo;.</li></ul>
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission&mdash;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.</div></div>

Senior Data Analyst, Product & Distribution Strategy

<div><div>The Data Governance Analyst provides Data Governance&ndash;aligned support for the Data Product Architecture governance area and serves as a thought partner and point of contact for their domain of expertise. This role is responsible for maturing the practice across the VWS division, including Operational, Analytical, AI, and 3rd Party data products. Data Product Architecture includes defining standards for data flow architecture, data management features, and semantic layer development, and recommending best practices to minimize risk, cost, and data proliferation. The analyst influences adherence to product architecture standards, monitors conformance, and partners with product and technical teams to prioritize closure of technical debt to achieve compliance</div><div>
Please join us for an information session Friday, April 17th from 12-12:45 PM EST
https://teams.microsoft.com/meet/22035779471295?p=uPCCfVvZcQo7mWV9ra
Responsibilities:<ul><li>
Develop the vision, roadmap, requirements, and success measures for Data Product Architecture</li><li>
Develop, document, and apply Data Governance policies, procedures, standards, and guidance within the Workplace Solutions division.</li><li>
Serve as the single point of contact for Product Architecture governance, providing coaching, guidance, and controls to practitioners.</li><li>
Conduct maturity assessments and monitor execution of Product Architecture requirements to demonstrate continuous improvement.</li><li>
Enable skill development and adoption of governance practices across teams through coaching, documentation, and forums.</li><li>
Apply AI and other accelerants to mature governance practices and close capability gaps.</li><li>
Assess tools and solutions to ensure alignment with Data Governance and Product Architecture standards.</li><li>
Partner with vendors and SOW teams to ensure Data Governance requirements are understood and met.</li><li>
Apply risk‑based critical thinking to balance governance objectives with business outcomes.</li><li>
Collaborate with business and technology partners through established governance and delivery channels.</li><li>
Review and assess data products to identify governance, quality, architecture, or performance risks.</li><li>
Participate in governance forums including Data Governance Council, GenAI Oversight, Architecture Reviews, and Agile ceremonies.</li><li>
Participates in special projects and performs other duties as assigned.</li><li>
Data Governance Analysts operate primarily through influence and partnership, with limited hands‑on execution focused on governance artifacts, assessments, standards, and enablement.</li></ul>
Competency Areas:<ul><li>
Knowledge Management: Serves as the subject matter expert and lead thinker in Product Architecture. Serves as a thought partner to educate others based on their respective knowledge area.</li><li>
Strategy: Develop vision, roadmap, communications, and requirements to empower teams to apply Product Architecture in operations, analytics, AI, and across 3rd parties.</li><li>
Monitoring: Develop guiding principles, scorecards, and success metrics to monitor implementation of the Product Architecture roadmap. Maturity measurements are expected to demonstrate compliance to guiding principles and policies.</li><li>
Communications: Must be a strong communicator and with a focus on realistic plans to execute the vision, while continuously partnering with the teams responsible for implementing the roadmap. Communications are required at all levels ranging from Analyst communities to Senior Directors, clearly communicating on progress and roadblocks. White papers will be periodically required to build practice support. Write policies and similar governance artifacts as needed.</li><li>
Solutions Consulting: Maintains awareness of changing business, technical, and regulatory needs to influence how to apply the knowledge area. Serves as the single point of contact in the knowledge area and helps to recommend techniques to overcome challenges.</li><li>
AI Governance: Apply Data Governance knowledge areas to AI use cases, semantic layers, and AI tools to ensure compliance. Participate in oversight forums to provide requirements and partner with risk teams to ensure oversight practices are followed.</li><li>
Innovate: Continuously learn from the industry. Use Data Governance knowledge areas to solve emerging business challenges and proactively design solutions that mitigate future people, process, or technology risks.</li><li>
Agile Working: Participate in agile practices as needed to capture work, embed requirements in other team outcomes, and report out on progress.</li><li>
Relationships: Builds and maintains relationships with internal and external partners to define data requirements, develop project specifications, and execute projects to ensure that the expected outputs are delivered. Provides review, validation and governance sign-off of project deliverables aligned to established standards.</li><li>
Cross Functional Partnership: Works with internal and external partners, external vendors, and industry contacts to enable best-in-class data management practices. Leads and consults on new projects to ensure operational readiness upon implementation into the live environment.</li></ul>
Qualifications<ul><li>
8+ years of experience in data governance, enterprise data management, product management, and/or data architecture</li><li>
Bachelor&rsquo;s degree or equivalent experience</li><li>
Proficient in SQL or Python to support governance analysis and validation</li><li>
Familiarity with cloud environments (AWS preferred)</li><li>
Strong Microsoft Office skills (Word, Excel, PowerPoint, Visio)</li><li>
Strong analytical, communication, and relationship‑building skills</li></ul>
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission&mdash;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.</div></div>

Data Governance Analyst

<div><div>The Fund &amp; Investment Operations Analyst within Vanguard Personalized Indexing (VPI) is tasked with the administration and maintenance of Separately Managed Accounts. This includes account openings and closings, account maintenance, transaction processing, and other operational tasks needed to support VPI's portfolio management of client accounts.</div><div>
Responsibilities:
Manage the new account setup and operational maintenance of Vanguard's direct indexing business. Accountable for the following:<ul><li>
Timely and accurate setup of new Separately Managed Accounts (SMAs). Includes validation of data completion along Vanguard&rsquo;s acceptance of portfolio instruction</li><li>
Review of data inputs (client info, investment directive, holdings) across various platforms and software</li><li>
Management of other operational risk-exception reports and tasks, used to support VPI's management of client portfolios</li><li>
Effective communication and updates across both internal and external stakeholders</li><li>
Support work and data input from other members of the department, including coverage and data quality validation</li><li>
Support process improvements efforts. Identify areas of inefficiency or risk, verbalize recommendations, collaborate with team-members, execute on</li><li>
Participates in special projects and performs other duties as assigned</li></ul>
Qualifications:<ul><li>
 Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred</li><li>
Two years&rsquo; related work experience</li><li>
Strong attention to detail and accuracy, ensuring risk is mitigated across a high-volume data inputs</li><li>
Comfortable working in a fast-paced administrative environment</li><li>
Effective interpersonal, verbal, and written communication across internal and external stakeholders</li><li>
Excel vlookup, pivot table, and macros</li><li>
Python knowledge a plus</li></ul>
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission&mdash;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.</div></div>

Fund & Investment Operations Analyst, Senior Associate

<div><div>Vanguard has many great stories to tell&mdash;and we&rsquo;re looking for a communications professional to help bring them to life. In this role, you will develop and execute communications strategies across a broad range of audiences and channels. You&rsquo;ll serve as a trusted counselor to partners, translate complex topics into clear and compelling insights, and help strengthen Vanguard&rsquo;s reputation as a company committed to giving investors the best chance for investment success. Come join our mission-driven team!
What you'll do:<ul><li>
 Provides consultation and develops effective communications strategies and solutions that drive business outcomes, translating strategies into messaging and content for diverse audiences. Applies data and insights to inform decisions and demonstrate impact.</li><li>
Serves as a spokesperson, proactively pursuing appropriate media opportunities while managing risk and protecting Vanguard&rsquo;s reputation.</li><li>
Advises and influences internal stakeholders, offering actionable recommendations and shaping conversations at senior levels. Connect priorities across divisions to support enterprise objectives.</li><li>
Develops and strengthens relationships with industry analysts, influencers, journalists, industry peers, business partners and agency contacts&mdash;building out a robust internal and external network to shape narratives and secure impactful coverage.</li><li>
Researches, writes, and assists with messaging, press releases, and other communication materials that are professional, effective, and accurate.</li><li>
Manages complex projects independently from strategy development to execution and measurement, engaging managers for guidance and alignment. Ensure alignment with KPIs and optimize performance through collaboration with analytics teams.</li><li>
Supports maintenance and refinement of measurement efforts, partnering with Centers of Excellence and analytics teams to enhance impact. Ensures accuracy, transparency and accountability by surfacing clear insights and progress updates to managers and business partners.</li><li>
 Mentors junior team members and contribute to team growth. Model professionalism, resilience, and discretion in all interactions.</li><li>
Participates in special projects and performs other duties as assigned.</li></ul>
Who we're looking for:<ul><li>
Undergraduate degree or equivalent experience required; degree in Communications, Public Relations, Journalism, or related field strongly preferred.</li><li>
Minimum five years&rsquo; related work experience, including at least three years in communication and two years in public/media relations.</li><li>
Experience as a spokesperson and managing media inquiries preferred.</li></ul>
Additional information:
This is a hybrid position based in Malvern, PA, with remote work on Mondays and Fridays and in-office collaboration Tuesday through Thursday.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission&mdash;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.</div></div>

Communications Strategist, Specialist

Join Vanguard and explore 8   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.