Senior Portfolio Strategist

Job not on LinkedIn

🕒 September 10

🗽 New York, Pennsylvania, +1 more states – Remote

🗽 New York – Remote 🔔 Pennsylvania – Remote ⚔️ Virginia – Remote

💵 $152k - $268k / year

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 30%

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Vanguard

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1975

💸 Finance

🤝 B2B

👥 B2C

💰 $2.5M Secondary Market on 2021-12

Finance • B2B • B2C

Vanguard is a global investment management company known for putting investors at the center of its mission. It offers a wide range of investment products including mutual funds and exchange-traded funds. Vanguard's commitment to its clients is reflected in its culture of teamwork, inclusivity, and long-term results, as well as its focus on fairness and giving investors the best chance for investment success. Vanguard operates with a strong emphasis on embracing diverse perspectives and experiences.

📋 Description

• Advise financial advisor clients on asset allocation, portfolio construction, and fund selection decisions • Consult with clients to develop or adapt investment policy statements • Communicate investment strategies to achieve clients' goals • Identify appropriate risk tolerance and discuss savings or spending strategies • Provide additional financial planning solutions as needed • Communicate with clients about investment products • Conduct investment reviews and share findings and recommendations with clients and governing bodies • Collaborate with internal partners to develop and deliver targeted client strategies • Ensure a cohesive client experience and maximize adoption and effective application of Vanguard services • Participate in the business development process • Represent the department's viewpoint in developing and enhancing Vanguard's advisory and investment methodology and portfolio strategies • Act as a liaison to senior management and other divisions • Serve as an internal and external subject matter expert on investment and client industries, market conditions, competitors, and compliance, regulatory, and departmental policies and procedures • Contribute to Vanguard's external publications and present at conferences and client events • Coach, collaborate with, and provide insight and direction to less experienced crew and internal partners • Participate in special projects and perform other assigned duties

🎯 Requirements

• 10+ year's related experience in the Financial Services industry or client services • Undergraduate degree or equivalent combination of training and experience • Deep knowledge of portfolio construction, including asset allocation, sub asset allocation, and product selection • Excellent communication and relationship management skills • Ability to deliver comprehensive portfolio reviews clearly and credibly to sophisticated financial advisors • Ability to influence portfolio construction decision-making • Ability to build trust with Vanguard Sales teams and advisors • Broad understanding of the intermediary industry landscape • Appreciation of practical challenges and constraints facing financial advisors across channels • FINRA Series 7 & 63 • CFA or CFP highly preferred • Must be eligible to work in the United States; Vanguard is not offering visa sponsorship

🏖️ Benefits

• Hybrid working model for the majority of crew members • Enhanced flexibility • In-person learning, collaboration, and connection • Professional development through coaching and collaboration

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