Responsibilities
- Lead internal B2B experimentation to drive Crossover / Rollover EOP results. This is inclusive of business planning, client strategy pipelines, and creating a feedback loop. Independently define business problems by consulting with business partners. Develop and oversee approach for research and experimentation; implements into BAU processes.
- Synthesize analyses, key findings, and potential solutions into actionable recommendations. Prepare and deliver materials, including presentations, white papers, case studies, etc.
- Serve as a subject matter expert and advocate for Financial Wellness offers, both internally (business partners) and externally (Plan Sponsors, Consultants)
- Connect insights, experimentation, and partner feedback to improve our products, services, and value story
- Stay abreast of industry, market, and business competitive trends. Lead efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommend new and enhanced capabilities and services.
- Participate in special projects and perform other duties as assigned.
Qualifications
- Minimum of eight years related work experience.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- Project management / organization.
- Strong understanding of B2B retirement landscape (sponsor and consultant).
- Strong cross-divisional interpersonal skills.
- Strategic selling and prioritization experience.
- Pipeline management experience.
- Executive influence and communication abilities.
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.
Skills Required
- Minimum eight years of related work experience
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree
- Project management and organizational skills
- Strong understanding of the B2B retirement landscape, including sponsors and consultants
- Strong cross-divisional interpersonal skills
- Strategic selling and prioritization experience
- Pipeline management experience
- Executive influence and communication abilities
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
