Senior Portfolio Strategist

Vanguard•Malvern, PA

1d•Hybrid

About The Position

At Vanguard, the core purpose is to advocate for all investors, ensuring fair treatment and the best chance for investment success. Clients have entrusted $12 trillion of their savings to Vanguard. Financial Advisor Services (FAS) provides investment products like ETFs and mutual funds to financial advisor clients, including broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies. Financial Advisors face a dynamic market, and Vanguard partners with them to achieve better investment outcomes for their clients. The team offers comprehensive analysis and perspectives to help Advisors navigate the market and address portfolio construction challenges. Due to significant demand, the team is expanding. Ideal candidates will have strong investment acumen, excellent communication and relationship management skills, and a desire to develop portfolio analyst crew. This Senior Portfolio Strategist role focuses on assisting sophisticated advisory clients in building better portfolios and improving client outcomes. Remote work locations in the United States will also be considered.

Requirements

10+ year’s related experience in the Financial Services industry or client services.
Undergraduate degree or equivalent combination of training and experience.
Strong investment acumen: experience demonstrating deep knowledge of portfolio construction, including asset allocation, sub asset allocation, and product selection
Excellent communication & relationship management skills: ability to deliver comprehensive portfolio reviews clearly & credibly to sophisticated financial advisors and influence their portfolio construction decision making process; ability to build trust with Vanguard Sales teams and advisors
Knowledge of intermediary industry: broad understanding of the industry landscape plus an appreciation of practical challenges/constraints facing financial advisors across channels
FINRA Series 7 & 63.

Nice To Haves

CFA or CFP is highly preferred.

Responsibilities

Advises financial advisor clients on asset allocation, portfolio construction, and fund selection decisions.
Consults with clients to develop or adapt investment policy statements.
Communicates with clients to provide investment strategies to achieve client's goals.
Identifies the appropriate risk tolerance, discuss appropriate savings or spending strategies and provide additional financial planning solutions as needed.
Communicates with clients about investment products.
Conducts investment reviews and shares findings and recommendations with clients and related governing bodies.
Collaborates with internal partners to develop and deliver targeted client strategies, ensure a cohesive client experience, and maximize adoption and effective application of Vanguard services.
Participates in the business development process.
Represents the department's viewpoint when collaborating with internal partners to develop and enhance Vanguard's advisory and investment methodology and portfolio strategies.
Acts as a liaison to senior management and other divisions.
Serves as an internal and external subject matter expert on the investment and client industries, market conditions, competitors, and compliance, regulatory, and departmental policies and procedures.
Contributes to the development of Vanguard's external publications and presents at conferences and client events.
Coaches, collaborates, and provides insight and direction to less experienced crew and internal partners.
Participates in special projects and performs other duties as assigned.