Financial Planning

17 hours ago

Charlotte, NC, United States Vanguard Group Full time

The Financial Planning & Coaching Senior Offer Development Strategist role is an exciting opportunity to join the Financial Advisor Services (FAS) division at Vanguard in our Advisor Solutions department. The Financial Planning & Coaching team's mission is to educate and resource advisors across a subset of financial planning domains (Retirement Planning, Tax Planning, Legacy & Estate Planning, Behavioral Coaching, and Practice Management). In this role, you will collaborate with a cross-functional team to develop and enhance solutions for our priority FAS clients. Our solutions typically take the form of content, digital tools and experiences, and Specialist support.

Key responsibilities:

  • Act as a subject matter expert on financial planning topics and advisor needs to influence solution development and enhancement priorities.
  • Contribute to the development and enhancement of solutions by 1) authoring and maintaining advisor and end-client content 2) specifying requirements for digital tools and 3) responding to relevant market and legislative events with resources for clients.
  • Lead and coordinate cross-functional teams to deliver solutions, informed by client feedback, competitive analysis, and business goals. Business partners include those in FAS (Sales, Digital Product Management, Marketing, User Experience, Investment Advisory Research Center, Information Technology) and across the enterprise advice ecosystem.
  • Own and maintain solution roadmaps and backlogs, including new solution development and enhancements. Provide prioritization recommendations.
  • Measure and track solution usage and quality. Utilize data to track and communicate progress and prioritize solution enhancements.
  • Support our distribution partners (Sales and Marketing) in crafting campaigns to bring these solutions to market.
  • Lead competitive intelligence research efforts to understand sources of differentiation and opportunities for our solutions.
  • Partner with the FAS User Experience Research Team to conduct primary research and analyze data to identify trends, advisor needs, and potential areas for innovation.
Key attributes for success:
  • Expertise: Deep expertise in financial planning topics and an understanding of advisor needs and challenges in delivering financial planning solutions.
  • Stakeholder Management: Excellent relationship management skills to build effective cross-functional partnerships.
  • Executive Presence: Strong verbal and written communication skills for both internal and external audiences.
  • Strategic Thinking: Ability to develop innovative solutions that meet both business and client needs.
  • Project Management: Proficiency in managing multiple projects to ensure timely and successful delivery.
  • Organizational acumen: Strong business and organizational acumen to optimize how we serve our clients and contribute to FAS's divisional goals.
  • Adaptability: Comfort with operating independently and navigating complex, ambiguous environments.

Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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