Senior Strategist – Office of the CEO 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

NoVisa

Financial ServicesIndustries

Requirements

Minimum of seven years general experience
Four years of strategic project management experience preferred
Experience interacting with and acting as a trusted advisor to senior leadership
Experience influencing senior-level executives on critical business decisions
Graduate degree (e.g., MBA, JD, PhD) preferred
Undergraduate degree or equivalent level of training and experience required

Responsibilities

Ensure top-notch briefing materials and reports by working with stakeholders and pulling together research into clear, actionable insights
Explore how we might use new technology and systems to drive better quality and efficiency (e.g., AI enhanced systems)
Develop a structured systems approach to keep the Office and key stakeholders coordinated and aligned
Shape a comprehensive work system map to drive coordination and advanced planning
Ensure CEO preparedness for key meetings: Proactively coordinate with communications, PR, distribution teams, and executive admins to lead advance preparation sessions, maintain a forward-looking view of the CEO’s calendar, and ensure all Senior Executive meetings are strategically planned for maximum impact
Drive strategic projects: Take ambiguous challenges, add structure and analysis, synthesize recommendations, and present them clearly
Create compelling presentations: Design high-level decks for internal and external speaking engagements, turning data into user-friendly insights that drive outcomes working closely with the Executive Communications team
Analyze on demand: Complete ad-hoc data analysis as needed to support decision-making

Skills

Strategic Project Management

Executive Communications

Data Analysis

AI Systems

Presentation Design

Stakeholder Coordination

Research Synthesis

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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