AWM Portfolio and Market Strategist, Senior Specialist

As a senior member of Vanguard's Advice Enablement & Thought Leadership Team, you will serve as a leading voice in Advice & Wealth Management investment strategy and portfolio construction, translating complex market research and multi-asset insights into actionable guidance for Vanguard financial advisors and clients. This role is critical to reinforcing Vanguard's position as a trusted leader in investment thought leadership and scalable advice solutions.

You will help shape the evolution of our investment methodology, ensuring it remains rigorous, client-focused, and responsive to changing market dynamics.

Key Responsibilities

• Conduct in-depth quantitative and qualitative analysis on portfolio construction, asset allocation, and investment strategy, delivering insights that enhance Vanguard's advisory capabilities.
• Develop concise, high-impact thought leadership content-including research briefs, presentations, and market commentaries-for advisors, clients, and internal stakeholders.
• Partner with investment and advice teams to identify strategic research priorities, scope projects, and deliver insights that address real-world client and advisor needs.
• Play a leading role in refining and advancing Vanguard's investment methodology, contributing to the development and launch of new investment solutions.
• Serve as an internal authority on investment strategy, supporting ad-hoc research, building research inventory, and providing consultation to advisors and team members.
• Contribute to strategic discussions on emerging investment themes, market risks, and research opportunities; recommend new areas for exploration.
• Coach and develop investment analysts on the team, elevating standards for analytical depth, writing quality, and executive communication.
• Lead or support special projects aligned with the team's strategic goals.

Qualifications

• Eight years of relevant experience, including at least five years in investment analysis or research; wealth management experience is a strong plus.
• Deep expertise in multi-asset portfolio construction, asset allocation, risk management, and investment strategy.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFA®, CAIA®, or equivalent professional designation preferred.

Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Client-provided location(s): Scottsdale, AZ, Charlotte, NC, Malvern, PA

Job ID: Vanguard-175069

Employment Type: FULL_TIME

Posted: 2026-02-21T19:54:59