AWM Portfolio and Market Strategist, Senior Specialist

Scottsdale, AZ - USA

Monthly Salary: Not Disclosed

Posted on: 3 days ago

Vacancies: 1 Vacancy

Job Summary

As a senior member of Vanguards Advice Enablement & Thought Leadership Team you will serve as a leading voice in Advice & Wealth Management investment strategy and portfolio construction translating complex market research and multi-asset insights into actionable guidance for Vanguard financial advisors and clients. This role is critical to reinforcing Vanguards position as a trusted leader in investment thought leadership and scalable advice solutions.

You will help shape the evolution of our investment methodology ensuring it remains rigorous client-focused and responsive to changing market dynamics.

Key Responsibilities

Conduct in-depth quantitative and qualitative analysis on portfolio construction asset allocation and investment strategy delivering insights that enhance Vanguards advisory capabilities.
Develop concise high-impact thought leadership contentincluding research briefs presentations and market commentariesfor advisors clients and internal stakeholders.
Partner with investment and advice teams to identify strategic research priorities scope projects and deliver insights that address real-world client and advisor needs.
Play a leading role in refining and advancing Vanguards investment methodology contributing to the development and launch of new investment solutions.
Serve as an internal authority on investment strategy supporting ad-hoc research building research inventory and providing consultation to advisors and team members.
Contribute to strategic discussions on emerging investment themes market risks and research opportunities; recommend new areas for exploration.
Coach and develop investment analysts on the team elevating standards for analytical depth writing quality and executive communication.
Lead or support special projects aligned with the teams strategic goals.

Qualifications

Eight years of relevant experience including at least five years in investment analysis or research; wealth management experience is a strong plus.
Deep expertise in multi-asset portfolio construction asset allocation risk management and investment strategy.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
CFA CAIA or equivalent professional designation 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 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.

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.

Required Experience:

Senior IC