Senior Portfolio Strategist

Vanguard

Senior Portfolio Strategist advising financial advisors on asset allocation and portfolio construction decisions. Collaborating with internal teams and providing investment strategies for client success.

Posted 7/6/2026full-timeMalvern • District of Columbia, New York, Pennsylvania, Virginia • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in asset allocation, portfolio construction, and investment strategies, with a strong focus on client communication and relationship management. Possesses deep knowledge of the financial services industry and regulatory compliance, complemented by a commitment to coaching and collaboration.

Highest-signal resume keywords

Investment AcumenPortfolio ConstructionClient CommunicationFINRA Series 7 & 63CFA or CFP

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset AllocationPortfolio ConstructionFund SelectionInvestment Policy DevelopmentRisk Tolerance Assessment

Soft Skills

Excellent CommunicationRelationship ManagementCoachingCollaboration

Certifications & Qualifications

FINRA Series 7FINRA Series 63CFACFP

Industry Keywords

Financial ServicesInvestment StrategiesIntermediary IndustryRegulatory ComplianceMarket Conditions

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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
CFA or CFP is highly preferred.

Benefits

Comp & perks

Hybrid working model
Professional development opportunities