Strategic Planning & Execution Lead – Advice and Wealth Management 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

Wealth Management, Financial ServicesIndustries

Requirements

Minimum of six years related business experience. Financial Services and function-specific experience required
Minimum of four years project management experience
Undergraduate degree or equivalent combination of training and experience required

Responsibilities

Supports programs or manages major workstreams of a broader strategic planning program. Ensures that the scope of the program aligns with business priorities and that business value is properly measured for prioritization
Develops and maintains broad knowledge and awareness of AWM business
Communicates well with stakeholders, leaders, team members, management, and department partners to ensure that requirements and priorities are understood
Monitors project progress and results and submits regular status reports to management and internal and external stakeholders
Builds and maintains relationships across program stakeholders and proactively fosters effective communication between internal and external parties. Drives key decisions to ensure alignment with overarching goals across stakeholders
Ensures all steps are taken to mitigate risk and maintains control, compliance, audit, and legal requirements
Participates in special projects and performs other duties as assigned
Supports the coordination across planning functions for AWM, inclusive of business planning, long-term plan, and other planning needs
Supports production and distribution of key reporting systems (e.g., management reporting dashboard, OKR updates, quarterly business reviews, fiscal/long-term planning) and reporting communication to AWM LT
Serves as the liaison between the business leaders and shared service partners with regards to strategic planning programs and initiatives
Conducts data analysis (in alignment with business and strategy teams) to identify trends, opportunities, and potential risks, escalating findings to senior leadership

Skills

Strategic Planning

Business Planning

Executive Reporting

Data Analysis

OKR Management

Stakeholder Management

Relationship Management

Project Management

Risk Mitigation

Compliance

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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