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Vanguard · 1 month ago

Multi-Asset Client Portfolio Manager

Malvern, PA

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Vanguard is seeking a Multi-Asset Client Portfolio Manager to join our growing team in support of our range of multi-asset solutions. In this role, you will act as a trusted product expert, engaging with internal teams and influential clients to enhance Vanguard's multi-asset offerings and drive product strategy.

FinanceFinancial Services

No H1B

Responsibilities

Act as a multi-asset investment and product expert both internally and externally. Provide investment support and guidance to relationship management and sales teams. Regularly participate in meetings with Vanguard's largest and most strategic clients. Act as a Vanguard ambassador through media interviews and industry events as required

Lead analyses of multi-asset investment product topics confronting Vanguard's product line-up, including but not limited to our Target Retirement Funds, LifeStrategy Funds, and model portfolio offer. Leverage and manage cross-functional teams as required. Prepare and present strategic analysis and recommendations to senior management at various forums

Develop and maintain key internal stakeholder relationships across the organization

Leverage client and sales feedback on products to assess product health and drive ongoing product improvements and positioning

Provide thought leadership in support of the Vanguard product lineup

Drive the creation of dynamic content and technical marketing used to position Vanguard multi-asset investment products and to respond to investor queries. Contribute to new product launches and develop go-to market strategies

Contribute to new product launches. Participate in internal training and communications including training on launches and changes to existing products. Ensure coordination and consistency of product-related marketing initiatives and external communications across divisions

Qualification

Multi-asset investment expertiseProduct managementInvestment analysis/strategyCFA certificationFINRA Series 7 & 63Client engagementThought leadershipCross-functional collaboration