Senior Portfolio Strategist — Remote/Hybrid Advisory

Archer; Miami (FL); Hybrid; USD 152,000 - 268,000; Full time

Benefits offered by this job

Hybrid work model

Remote work within US

Job summary

Vanguard is seeking a seasoned Financial Advisor Services professional to advise clients on asset allocation, portfolio construction, and fund selection, delivering investment strategies tailored to client goals. This role involves collaborating with internal partners to provide a cohesive client experience and drive adoption of Vanguard services.

The position requires strong investment acumen, excellent communication, and at least 10 years in financial services, with a hybrid work model across

Qualifications

• 10+ years related experience in the Financial Services industry or client services.
• Undergraduate degree or equivalent combination of training and experience.
• Strong investment acumen: deep knowledge of portfolio construction, asset allocation, sub asset allocation, and product selection.
• Excellent communication & relationship management skills: ability to present to sophisticated financial advisors and influence decisions.
• Knowledge of intermediary industry and practical challenges across channels.
• FINRA Series 7 & 63.

Responsibilities

• Advise financial advisor clients on asset allocation, portfolio construction, and fund selection; help develop or adapt investment policy statements.
• Communicate investment strategies to achieve clients' goals and discuss risk tolerance and savings/spending plans.
• Conduct investment reviews and share findings with clients and related bodies.
• Collaborate with internal partners to deliver targeted client strategies and ensure a cohesive client experience.
• Represent advisory methodologies and portfolio strategies to senior management and other divisions.
• Serve as a subject matter expert on investments and client industries, market conditions, and regulatory policies; contribute to external publications and client events.
• Coach and mentor less experienced crew and partners.
• Participate in special projects and other duties as assigned.

Skills

Investment acumen

Portfolio construction

Asset allocation

Communication

Relationship management

Regulatory awareness

FINRA Series 7 & 63

Education

Undergraduate degree

Job description

Vanguard is seeking a seasoned Financial Advisor Services professional to advise clients on asset allocation, portfolio construction, and fund selection, delivering investment strategies tailored to client goals. This role involves collaborating with internal partners to provide a cohesive client experience and drive adoption of Vanguard services.

The position requires strong investment acumen, excellent communication, and at least 10 years in financial services, with a hybrid work model across