Senior Portfolio Strategist
VanguardPennsylvania, United States • Los Angeles, California, United States • San Francisco, California, United States • Scottsdale, Arizona, United States
Posted May 5, 2026
Full Time
About the Company
Vanguard has a mission to work for the long-term financial wellbeing of our clients and to lead through product and services that transform our clients' lives.
Job Description
At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $12 trillion of their hard-earned savings to us.
Requirements
- 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
- Generous Paid Time Off
- 401k Matching
- Retirement Plan