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About the role
Key responsibilities & impact- Develop and maintain relationships with financial advisors and advisor organizations to support business growth and client satisfaction
- Serve as a trusted point of contact for client and advisor communications related to personalized investment solutions
- Present investment strategies, portfolio concepts, and personalized indexing capabilities to advisors, prospective clients, and small-group audiences
- Partner with client service, portfolio management, training, and business development teams to deliver a seamless client experience
- Translate complex investment concepts into clear, actionable insights for diverse audiences
- Provide expertise related to separately managed accounts (SMAs), portfolio construction, investment management, and personalized indexing solutions
- Conduct portfolio analysis, performance attribution, and risk-related discussions using investment analytics tools and frameworks
- Support advisor education efforts by helping stakeholders understand personalized indexing solutions and portfolio outcomes
- Contribute to strategic client initiatives, projects, and business development activities
- Proactively identify opportunities to improve client engagement and strengthen advisor relationships
Requirements
What you’ll need- Minimum of eight years related work experience
- Undergraduate degree or equivalent combination of training and experience
- Series 7 license
- Experience working directly with financial advisors, advisory firms, institutional clients, or investment-related stakeholders
- Strong verbal and written communication skills, including the ability to present investment concepts to senior-level audiences
- Experience with separately managed accounts (SMAs), portfolio management, investment management, wealth management, or related investment solutions
- Graduate degree preferred
- Experience with direct indexing or personalized indexing solutions preferred
- Experience using MSCI Barra risk models preferred
- Experience using FactSet analytics or risk modeling tools preferred
- CFA designation or progress toward CFA certification preferred
- Experience supporting advisor-facing investment products or platforms preferred
- Experience delivering client presentations, advisor education programs, or investment workshops preferred
- Familiarity with portfolio attribution and risk reporting methodologies preferred
- Must not require visa sponsorship; Vanguard is not offering visa sponsorship for this position
Benefits
Comp & perks- Hybrid working model with enhanced flexibility
- In-person learning, collaboration, and connection
- Mission-driven and highly collaborative culture
- Opportunities to learn and develop skills as individuals and as a team