Victoria Clausen, CFA, MBA

Experience

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  Nordstrom

  Jun 2014 - Jan 2015

  Retail Management Intern

  • Developed team members, managed department schedules, and created strategies in order to achieve sales goals• Identified a need and implemented a system to equally divide customers among associates for added efficiency

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  Watermark Wealth Strategies, LLC

  Jan 2015 - Aug 2015

  Advisor Sales Intern

  • Researched highly opportunistic demographic regions to target sales advertisements and created promotional materials to help grow the RIA’s book of business• Assisted in analyzing portfolios and preparing client meeting materials to support RIA’s sales initiatives• Planned and organized 5 educational investment seminars in 3 months to aid RIA’s in obtaining new clients

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  Vanguard

  Aug 2015 - Jan 2025

  • Leads strategic initiatives to enhance market positioning and drive growth for Vanguard Personalized Indexing (VPI), including pricing evaluations, expansion planning across multiple channels, and integration with key custodians.• Acts as a subject matter expert (SME) in direct indexing, collaborating closely with sales teams to offer comprehensive support and resources aimed at promoting the adoption of VPI.• Enhances sales reporting mechanisms to gain deeper insights into the pipeline of opportunities, facilitating informed decision-making and alignment with financial objectives.• Conducts VPI training sessions for sales personnel, manages Requests for Proposals (RFPs), and collaborates with the marketing department to develop compelling pitch decks, ensuring a cohesive approach to promoting VPI offerings. Show less • Utilized financial software such as FactSet, Morningstar, and Bloomberg to provide consultative expertise and analysis of portfolios, offering insights on performance, holdings, and competitive positioning to prioritized advisor relationships.• Partnered with Investment Consultants to develop market materials, presentations, and competitor insights, and conducted customized analyses and proposals based on client needs.• Coordinated with multiple cross-site teams to create investment related content to equip our Sales teams• Promoted to Senior Investment Analyst in 2021 and owned larger strategic projects focused on evolving our analytics offer Show less • Collaborated with Investment Consultants to manage advisory relationships within the institutional non-profit sector, fostering strong connections with organizational stakeholders.• Provided client education on Vanguard's solutions, contributing to increased satisfaction and retention rates.• Produced presentation materials and participated in client meetings to address inquiries and concerns alongside Consultants.• Assisted sales efforts by preparing RFP materials and engaging in new client prospecting activities. Show less • Cultivated collaborative relationships with internal teams to ensure precise NAV pricing, achieving 99.85% accuracy, while also addressing benchmark performance disparities, custody discrepancies, and ad hoc fund accounting requests.• Fostered strong ties with fund managers and generated daily cash position reports, ensuring effective cash management and liquidity forecasting.• Directed balance sheet operations for a portfolio of 13 mutual funds valued between $100M and $36B in total net assets, overseeing fund accounting integrity Show less

  • Strategy Analyst, Vanguard Direct Indexing

    Sept 2022 - Jan 2025

  • Investment Analyst/Senior Investment Analyst, Portfolio Analytics & Consulting

    Jan 2020 - Sept 2022

  • Client Service Analyst, Institutional Advisory Services

    Sept 2018 - Jan 2020

  • Financial Analyst, Global Fund Accounting

    Sept 2017 - Sept 2018

  • Client Relationship Associate/Senior Client Relationship Associate, Personal Investor

    Aug 2015 - Sept 2017
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  UBS

  Feb 2025 - now

  Senior Wealth Strategy Associate