Senior Market and Portfolio Strategist

Our Group(22 days ago)

HybridFull TimeSenior$134,736 - $179,527 (estimated)Financial Advisor Services

About this role

A Senior Portfolio Strategist at Vanguard is part of Financial Advisor Services, supporting sophisticated intermediary and advisory clients to enhance investment outcomes and portfolio strategy. The role contributes to Vanguard’s thought leadership, client engagement, and cross-functional collaboration with sales and product teams. The position is offered primarily as a hybrid role with consideration for remote U.S. locations.

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Required Skills

Asset Allocation
Portfolio Construction
Fund Selection
Investment Analysis
Client Advisory
Communication
Relationship Management
Presentation
Coaching
Regulatory Compliance

Qualifications

Undergraduate Degree
Series 7
Series 63
CFA (Preferred)
CFP (Preferred)

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

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