Senior Portfolio Strategist

About the role

The Senior Portfolio Strategist role within Financial Advisor Services (FAS) at Vanguard is aimed at helping our most sophisticated advisory clients build better portfolios and improve outcomes for their clients. This role represents an expansion of our team and seeks candidates with strong investment acumen, excellent communication and relationship management skills, and a desire to positively impact the professional development of portfolio analyst crew.

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, discusses appropriate savings or spending strategies, and provides 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.

Qualifications

• 10+ years’ 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.
• CFA or CFP is highly preferred.

Special Factors

• CFA or CFP is highly preferred.
• Sponsorship: Vanguard is not offering visa sponsorship for this position.