Senior Portfolio Strategist

Job Summary

To support sophisticated advisory clients in building better portfolios, the hybrid Senior Portfolio Strategist will advise on asset allocation, portfolio construction, and fund selection while collaborating with internal partners and conducting investment reviews.

Key responsibilities:

• Advises financial advisor clients on asset allocation, portfolio construction, and fund selection decisions
• Communicates investment strategies and conducts investment reviews to achieve clients' goals
• Collaborates with internal partners to develop client strategies and enhance Vanguard's advisory methodology

Required qualifications:

• 10+ years of related experience in the Financial Services industry or client services
• Undergraduate degree or equivalent combination of training and experience
• Strong investment acumen with deep knowledge of portfolio construction and asset allocation
• Excellent communication and relationship management skills
• FINRA Series 7 & 63 certifications