Senior Portfolio Strategist

Vanguard

Hybrid
10+ years related experience in financial services
Strong investment acumen and portfolio construction knowledge
Finra series 7 & 63 licenses required
Vanguard is seeking a Senior Portfolio Strategist to provide investment strategies and portfolio construction advice to financial advisors, enhancing clients' investment outcomes. The ideal candidate should possess strong investment acumen, excellent communication skills, and a deep understanding of the financial services industry

Job Summary

  • The role involves advising sophisticated financial advisor clients on asset allocation, portfolio construction, and fund selection decisions to achieve their goals.
  • Vanguard is expanding its team to meet significant demand from Advisors and Sales for comprehensive analysis and perspectives on market conditions.
  • Candidates will act as a liaison to senior management and serve as an internal and external subject matter expert on investment industries and compliance policies.

Matching Summary

Match Score: 85

Vanguard is seeking a Senior Portfolio Strategist to provide investment strategies and portfolio construction advice to financial advisors, enhancing clients' investment outcomes. The ideal candidate should possess strong investment acumen, excellent communication skills, and a deep understanding of the financial services industry.

Skills & Requirements

Must-have

  • 10+ years related experience in Financial Services
  • Strong investment acumen and portfolio construction knowledge
  • FINRA Series 7 & 63 licenses required

Nice-to-have

  • CFA or CFP certification highly preferred
  • Excellent communication and relationship management skills
  • Experience coaching less experienced crew members

Key Requirements

  • Undergraduate degree or equivalent combination of training and experience
  • Knowledge of intermediary industry landscape and practical challenges
  • No visa sponsorship available

Work Rights

Not specified

Tailored Resume

Cover Letter