Malvern, PA, 19355, USA
3 days ago
Senior Director of Strategy, Personal Investor
About Vanguard Personal Investor Vanguard is the only company built for investors, fueled by a distinct core purpose:  To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.  As Vanguard’s direct-to-client business, Personal Investor plays a unique and vital role in this mission. When investors come to us directly, they are choosing much more than our products— they are choosing purpose -driven crew, a disciplined client offer, and an experience built to make each client a better investor. We support clients through every step of their financial journey—from first-time investors and education savers to those preparing for and living in retirement. The Opportunity As Senior Director of Strategy for Personal Investor, you will be a key leader in shaping and driving the competitive business strategy for Vanguard’s retail-focused business. As one of the largest direct providers in the industry, w e serve ~8 million individual clients . Reporting to the Head of Strategy and Client Management, you will lead high-impact strategic initiatives that influence the future direction of the business and help deliver on our mission to improve investor outcomes. Note: This role will report to Janelle McDonald, Head of Strategy and Client Management. Core Responsibilities + Lead the development and execution of business strategy for Personal Investor, in close partnership with senior leaders across the division and enterprise. + Ensure our offer remains healthy, vibrant, and relevant to our target clients by conducting offer health assessments and recommending where to invest in new offer development. + Lead and mentor a team of strategy professionals, providing direction on strategic priorities, frameworks, and deliverables. + Drive strategic planning processes, including market and competitive assessments, opportunity sizing, and scenario planning. + Translate complex strategic questions into clear, actionable insights through meticulous analysis and synthesis. + Prepare and present strategic recommendations to senior leadership, including storylines, presentations, and white papers. + Collaborate with cross-functional teams to ensure alignment and execution of strategic initiatives. + Stay abreast of industry trends, client needs, and competitive dynamics to inform strategic decision-making. + Contribute to the evolution of the strategy function by enhancing tools, frameworks, and ways of working. Qualifications + Undergraduate degree required ; MBA or advanced degree strongly preferred. + Minimum of eight years of experience in corporate strategy, management consulting, or business strategy roles—preferably in premier management consulting firms and/or within financial services or a client-centric organization. + Proven ability to lead complex strategic engagements with a high degree of autonomy. + Proven experience leading and developing high-performing teams . + Exceptional interpersonal and stakeholder management skills; ability to influence and build credibility with senior leaders. + Strong written and verbal communication skills, including the ability to distill complex ideas into compelling narratives. + Excellent project management and prioritization skills in a fast-paced environment. Personal Investor Head of Divisional Strategy Information Sessions Friday, July 11th from 12-12:30PM ET and Tuesday, July 15th from 4-4:30PM ET Microsoft Teams Need help? (https://aka.ms/JoinTeamsMeeting?omkt=en-US) Join the meeting now Meeting ID: 243 325 153 031 2 Passcode: r665Ej6b Dial in by phone +1 267-486-2093,,528396990# United States, Philadelphia Find a local number (https://dialin.teams.microsoft.com/c27a2c77-e48a-40f5-9fed-5b6932dc7bfe?id=528396990) Phone conference ID: 528 396 990# Join on a video conferencing device Tenant key: teams@pexip.vanguard.com Video ID: 114 909 734 5 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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