Investment Consultant - Hybrid, Client Portfolio Strategy

Archer; Charlotte (NC); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Archer partners with Vanguard to identify and place a senior transition consultant who bridges investment strategy and implementation. You will advise on asset allocation, conduct investment reviews, and coordinate cross-functional efforts to deliver tailored client solutions.

The role emphasizes market insight, risk management, and collaboration with internal teams to enhance Vanguard's transition consulting capabilities and client outcomes.

Qualifications

• Five years experience in the Financial Services industry or client services preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFA or CFP preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Responsibilities

• Advises clients on asset allocation, portfolio construction, and fund selection decisions. Consults with clients to develop or adapt investment policy statements.
• 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.
• Maintains an in-depth understanding of the investment industry and client industries, market conditions and competition, and compliance, regulatory, and departmental policies and procedures. Serves as a go-to investment resource for internal partners.
• Leads initiatives that enhance Vanguard's transition consulting capabilities, operating infrastructure, and client offering.
• Manages cross-functional projects that improve processes, tools, scalability, risk management, and client outcomes.
• May serve as a mentor, role model, and technical resource for more junior crew members.
• Participates in special projects and performs other duties as assigned.

Skills

Client advisory

Portfolio analysis

Stakeholder collaboration

Risk awareness

Education

Undergraduate degree or equivalent

Graduate degree preferred

Tools

Regulatory licensing knowledge

Job description

Archer partners with Vanguard to identify and place a senior transition consultant who bridges investment strategy and implementation. You will advise on asset allocation, conduct investment reviews, and coordinate cross-functional efforts to deliver tailored client solutions.

The role emphasizes market insight, risk management, and collaboration with internal teams to enhance Vanguard's transition consulting capabilities and client outcomes.