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Vanguard · 18 hours ago

Senior Market and Portfolio Strategist

Malvern, PA

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Vanguard is committed to taking a stand for all investors and providing them with the best chance for investment success. They are seeking a Senior Portfolio Strategist to advise financial advisor clients on asset allocation and portfolio construction, while also collaborating with internal partners to enhance client strategies.

FinanceFinancial Services

No H1B

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

Qualification

Investment acumenPortfolio constructionFINRA Series 7FINRA Series 63CFACFPIntermediary industry knowledgeRelationship managementCommunication skills

Required

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

Preferred

CFA or CFP is highly preferred

Company

Vanguard

Glassdoor3.7

Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Founded in 1975

Kelayres, Pennsylvania, USA

10001+ employees

http://investor.vanguard.com/corporate-portal

Funding

Current Stage

Late Stage

Total Funding

unknown

Key Investors

ic@3401

2017-03-31Non Equity Assistance

Leadership Team

Salim Ramji

Chief Executive Officer

Andrew Maack

Principal, Head of US Equity Index Portfolio Management

Recent News

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2026-01-20

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Vanguard Managing Director Karin Risi to Retire

2025-03-15

Company data provided by crunchbase