Senior Manager, Head of Strategy Development-Financial Advisor Services at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

10+ years of progressive leadership in strategy development, distribution strategy, or business planning
Experience shaping strategies for advisor-facing distribution teams and digital engagement models
Demonstrated ability to connect insights (NPS/VOC, competitive intelligence) to strategic outcomes and business health
Deep understanding of distribution processes, advisor engagement, and digital transformation trends
Executive presence and change leadership capability, with a track record of influencing across product, marketing, and operations
A strong belief in clarity, collaboration, and building strategies that empower advisors and investors
Experience leading strategy development in asset management, wealth, or financial advisor services environments
Understanding of the dynamics of the external market and distribution ecosystems
Ability to translate insights into strategy, create actionable plans, and influence across product, marketing, distribution, and operations

Responsibilities

Lead the design and evolution of distribution strategies for Financial Advisor Services (FAS)
Lead long-term distribution strategy planning and roadmap development
Assess the health of the distribution strategy given industry and competitive flows
Connect NPS/VOC insights to strategic health and performance metrics
Evaluate the integration of human-led and digital-led distribution strategies
Monitor external trends, competitive intelligence, and advisor needs
Support business planning and resource allocation
Define and evolve Vanguard’s distribution strategy, ensuring alignment with advisor needs and market trends
Drive alignment by connecting client feedback (NPS/VOC) to strategic health metrics
Bridge human-led and digital-led distribution strategies for a seamless experience across channels and platforms
Stay ahead by monitoring external trends, competitive intelligence, and emerging technologies to inform strategic decisions
Enable growth by supporting business planning and resource allocation to deliver strategic priorities effectively and efficiently
Lead a team responsible for these strategy development activities

Skills

Strategy Development

Distribution Strategy

Competitive Intelligence

NPS

VOC

Business Planning

Resource Allocation

Market Trends Analysis

Advisor Engagement

Digital Strategy

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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