- Vanguard (Malvern, PA)
- …Indexing to clients. + In close partnership with Sales, co-manage and deepen relationship with VPI clients through Personalized Indexing portfolio analysis and ... About Vanguard Personalized Indexing ( VPI )Vanguard is helping more financial advisors use the...years in Direct indexing / Personalized Indexing, SMA, and Sales/ Relationship Management strongly preferred. + Advanced knowledge of direct… more