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Private Equity Specialist
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locations
Malvern, PA
Charlotte, NC
Dallas/Ft. Worth, TX
Scottsdale, AZ
time type
Full time
posted on
Posted 6 Days Ago
time left to apply
End Date: June 1, 2026 (6 days left to apply)
job requisition id
177582
The Opportunity
As investor interest in private markets accelerates, the Private Markets team within Advice & Wealth Solutions is helping drive future growth and expansion of our offer. Our role is to design, deliver, and scale private markets solutions that can meaningfully enhance longterm outcomes for the right investors, while staying true to Vanguard's principles of trust, discipline, and rigor.
The Role
The Private Equity Specialist serves in a clientfacing role within Vanguard's private markets offering, leading highquality conversations with eligible investors about private equity products. This role requires investment acumen, strong judgment, and the ability to independently guide investors through complex concepts, help them navigate enrollment and manage ongoing servicing needs.
Responsibilities:
Lead indepth client conversations about Vanguard's private equity offering, clearly explaining investment rationale, structure, risks, and longterm considerations.
Partner with relationship teams and advisors to assess client needs and position private equity solutions for the right investors at the right time
Conduct proactive outreach to eligible and interested investors to educate, engage, and support participation in the private equity program.
Serve as a single point of contact for investors throughout the private equity enrollment process, from initial interest through subscription completion.
Support fulfillment of private equity capital calls and respond to servicing needs across the investment lifecycle.
Address client inquiries with professionalism, accuracy, and appropriate escalation when needed.
Contribute to the continued evolution of the private equity offer by helping develop or refine procedures, tools, and client resources as the program grows.
Collaborate with internal partners to resolve client issues, improve the overall experience, and strengthen delivery of private markets solutions.
Qualifications:
Minimum of five years related work experience. Two years' experience within Financial Services industry or function preferred.
Bachelor's degree or equivalent combination of education and experience.
3+ years of relevant experience in wealth management, investment solutions, or clientfacing financial services.
Demonstrated ability to lead complex client conversations involving risk, investment tradeoffs, and longterm outcomes.
Strong communicator with advanced client relationship management skills, both written and verbal.
Ability to navigate complex policies, processes, and stakeholder environments with good judgment and independence.
Clientfacing experience required, with a strong focus on delivering thoughtful, clientcentric solutions.
Strong investment acumen; private equity or alternatives experience a plus.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). In particular, the Series 63 and 7. These will be determined by Compliance based on role-specific duties.
Preferred Qualifications:
Experience working with Ultra High Net Worth or complex investor segments.
Familiarity with tools such as Dynamics, DCC, or Genesys.
*This role will report to the Private Markets Program & Operations Lead, a position currently being filled.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a missionwe'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.
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About Us
Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.
This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.
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2026 Workday, Inc. All rights reserved.
Sign In
Check out other jobs
Private Equity Specialist page is loaded
Private Equity Specialist
Apply
locations
Malvern, PA
Charlotte, NC
Dallas/Ft. Worth, TX
Scottsdale, AZ
time type
Full time
posted on
Posted 6 Days Ago
time left to apply
End Date: June 1, 2026 (6 days left to apply)
job requisition id
177582
The Opportunity
As investor interest in private markets accelerates, the Private Markets team within Advice & Wealth Solutions is helping drive future growth and expansion of our offer. Our role is to design, deliver, and scale private markets solutions that can meaningfully enhance longterm outcomes for the right investors, while staying true to Vanguard's principles of trust, discipline, and rigor.
The Role
The Private Equity Specialist serves in a clientfacing role within Vanguard's private markets offering, leading highquality conversations with eligible investors about private equity products. This role requires investment acumen, strong judgment, and the ability to independently guide investors through complex concepts, help them navigate enrollment and manage ongoing servicing needs.
Responsibilities:
Lead indepth client conversations about Vanguard's private equity offering, clearly explaining investment rationale, structure, risks, and longterm considerations.
Partner with relationship teams and advisors to assess client needs and position private equity solutions for the right investors at the right time
Conduct proactive outreach to eligible and interested investors to educate, engage, and support participation in the private equity program.
Serve as a single point of contact for investors throughout the private equity enrollment process, from initial interest through subscription completion.
Support fulfillment of private equity capital calls and respond to servicing needs across the investment lifecycle.
Address client inquiries with professionalism, accuracy, and appropriate escalation when needed.
Contribute to the continued evolution of the private equity offer by helping develop or refine procedures, tools, and client resources as the program grows.
Collaborate with internal partners to resolve client issues, improve the overall experience, and strengthen delivery of private markets solutions.
Qualifications:
Minimum of five years related work experience. Two years' experience within Financial Services industry or function preferred.
Bachelor's degree or equivalent combination of education and experience.
3+ years of relevant experience in wealth management, investment solutions, or clientfacing financial services.
Demonstrated ability to lead complex client conversations involving risk, investment tradeoffs, and longterm outcomes.
Strong communicator with advanced client relationship management skills, both written and verbal.
Ability to navigate complex policies, processes, and stakeholder environments with good judgment and independence.
Clientfacing experience required, with a strong focus on delivering thoughtful, clientcentric solutions.
Strong investment acumen; private equity or alternatives experience a plus.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). In particular, the Series 63 and 7. These will be determined by Compliance based on role-specific duties.
Preferred Qualifications:
Experience working with Ultra High Net Worth or complex investor segments.
Familiarity with tools such as Dynamics, DCC, or Genesys.
*This role will report to the Private Markets Program & Operations Lead, a position currently being filled.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a missionwe'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.
Similar Jobs (5)
Private Markets Program & Operations Lead
locations
4 Locations
time type
Full time
posted on
Posted 6 Days Ago
time left to apply
End Date: June 1, 2026 (6 days left to apply)
Client Relationship Associate
locations
Scottsdale, AZ
time type
Full time
posted on
Posted 30+ Days Ago
View All 5 Jobs
About Us
Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.
This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.
Read More
Follow Us
2026 Workday, Inc. All rights reserved.
Job ID: 522455422
Originally Posted on: 5/26/2026
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