Senior Market And Portfolio Strategist

VANGUARD AUSTRALIA

United States
**
Asset allocation and fund selection
Portfolio construction expertise
Client relationship management
** Vanguard Australia is seeking a Senior Market and Portfolio Strategist to advise financial advisor clients on asset allocation, portfolio construction, and fund selection. The ideal candidate will have over ten years of experience in the financial services industry, strong investment acumen, and excellent communication skills, contributing to the development of client strategies and internal publications. The position offers a hybrid work model and opportunities for professional development. **

Job Summary

  • Advises financial advisor clients on asset allocation, portfolio construction, and fund selection decisions.
  • 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.
  • 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.

Matching Summary

Match Score: 75

** Vanguard Australia is seeking a Senior Market and Portfolio Strategist to advise financial advisor clients on asset allocation, portfolio construction, and fund selection. The ideal candidate will have over ten years of experience in the financial services industry, strong investment acumen, and excellent communication skills, contributing to the development of client strategies and internal publications. The position offers a hybrid work model and opportunities for professional development. **

Skills & Requirements

Must-have

  • Asset allocation and fund selection
  • Portfolio construction expertise
  • Client relationship management
  • Investment strategy communication
  • Market and economic environment analysis

Nice-to-have

  • Impact professional development
  • Drive better investment outcomes
  • Collaborate with internal partners
  • Subject matter expert
  • Develop external publications

Key Requirements

  • 10+ years related experience
  • Undergraduate degree or equivalent
  • FINRA Series 7 & 63 licenses
  • CFA or CFP highly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter