Senior Strategist REMOTE

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. 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. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor and home office level. Financial Advisors are challenged by an ever-changing market environment and seek our partnership in driving better investment outcomes for their clients. Our team of experts provide comprehensive analysis and perspectives to help Advisors make sense of the current market and economic environment and identify and address portfolio construction challenges. Ideal candidates will possess strong investment acumen, excellent communication and relationship management skills, and the desire to positively impact the professional development of portfolio analyst crew. We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory clients build better portfolios and improve outcomes for clients. NOTE: Will also consider remote work locations in the United States. What it Takes Advises financial advisor clients on asset allocation, portfolio construction, and fund selection decisions. Consults with clients to develop or adapt investment policy statements. Identifies the appropriate risk tolerance, discuss appropriate savings or spending strategies and provide additional financial planning solutions as needed. 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. 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. Coaches, collaborates, and provides insight and direction to less experienced crew and internal partners. Participates in special projects and performs other duties as assigned. Qualifications 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. To work for the long-term financial wellbeing of our clients. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.