Senior Portfolio Strategist

Vanguard is a leading investment management company focused on serving investors. They are seeking a Senior Portfolio Strategist to advise sophisticated advisory clients on portfolio construction and improve investment outcomes. The role involves collaborating with internal partners and providing expert guidance on asset allocation and investment strategies.

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