Senior Portfolio Strategist
Senior Portfolio Strategist
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1 Vacancy
Job Description
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 hardearned savings to us.
Financial Advisor Services (FAS) provides services and investment products such as exchangetraded funds (ETFs) and mutual funds to Vanguards financial advisor clients. FAS serves brokerdealers 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.
Senior Portfolio Strategist
Financial Advisors are challenged by an everchanging 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 clients 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 departments viewpoint when collaborating with internal partners to develop and enhance Vanguards 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 Vanguards 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.
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 dont just have a missionwere on a mission.
To work for the longterm 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.
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 inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.
Required Experience:
Senior IC
Employment Type
Full-Time
