- Vanguard (Malvern, PA)
- …insurance companies, both at an advisor and home office level. We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory clients ... NOTE: Will also consider remote work locations in the United States. Senior Portfolio Strategist Financial Advisors are challenged by an ever-changing market… more
- Vanguard (Malvern, PA)
- …internal partners to develop and enhance Vanguard's model portfolios service offer and portfolio strategies. Acts as a liaison to senior management and other ... across both equity and fixed income, backed by Vanguard's best-in-class portfolio construction research and underlying products. Success for the model's business… more
- Lincoln Financial (Radnor, PA)
- …goals. **What you'll be doing** * Demonstrating a deep understanding of Life portfolio /products and competitive landscape and serving as a subject matter expert to ... trends, assessing the impact, and collaborating with product, sales, and senior management to drive new marketing programs, content, and campaigns, driving… more