Strategic Planning

2 weeks ago

Malvern, Pennsylvania, United States Vanguard Full time

Join the team launching Vanguard's Advice and Wealth Management (AWM) Division. This role provides a unique opportunity to be at the center of helping AWM reach its long-term strategic ambitions and provides a blend of strategic thinking, strategic planning, execution, and analytical responsibilities.

Strategic priorities:

  • Planning Coordination: Supports the coordination across planning functions for AWM, inclusive of business planning, long-term plan, and other planning needs.
  • Executive reporting: 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
  • Relationship management: Serve as the liaison between the business leaders and shared service partners with regards to strategic planning programs and initiatives
  • Business health issues: Conducts data analysis (in alignment with business and strategy teams) to identify trends, opportunities, and potential risks, escalating findings to senior leadership

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.

Qualifications:

  • 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

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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