Overview
At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $10.1 trillion of their hard-earned savings to us.
Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor and home office level.
We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory clients build better portfolios and improve outcomes for clients.
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Senior Portfolio Strategist
Financial Advisors are challenged by an ever-changing market environment and seek our partnership in driving better investment outcomes for their clients. Our team of experts provide comprehensive analysis and perspectives to help Advisors identify and address portfolio construction challenges. We continue to experience significant demand from Advisors and Sales, and these roles represent an expansion of our team. Ideal candidates will possess strong investment acumen, excellent communication and relationship management skills, and the desire to positively impact the professional development of portfolio analyst crew.
Core 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.
Qualifications:
- 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.
Special factors:
- CFA or CFP is highly preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
Our commitment to diversity, equity, and inclusion
Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse-one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we're on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care-for our clients, our communities, and each other.
Vanguard's DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report .
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.