Senior Portfolio Strategist

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

• Sponsorship: Vanguard is not offering visa sponsorship for this position.

About Vanguard

Vanguard is dedicated to taking a stand for all investors, treating them fairly, and providing them with the best chance for investment success. With $12 trillion of client assets under management, Vanguard is committed to serving its clients and transforming their financial futures. The company fosters a mission-driven and collaborative culture, encouraging continuous learning and development for both employees and clients.