Chesterbrook, PA24 days ago
Driving toward an "Advisor in your Pocket" North Star, our flagship capability, Client Assist, strives to integrate conversational AI into our Digital Advisor offer using LLM context engineering with Vanguard-specific knowledge plus AI-exposed APIs/tools (user data, advice calculations, and UI components) to power a trusted, client-ready experience. Teams design and run cloud-native, distributed systems that power onboarding, client profiles, personalization, and financial planning at scale, while also advancing Crew Assist-Vanguard's GenAI program that embeds AI into advisor workflows to automate call summaries, surface relationship insights, and create meaningful capacity for crews.