Business Project Manager, Specialist

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3 Locations
In-Office
Fintech
The Role

Summary  

Leads complex, multi‑year initiatives with enterprise‑wide impact, applying deep functional expertise to guide strategic decision‑making and ensure successful project outcomes. Oversees multiple workstreams, strengthens cross‑functional collaboration, and proactively manages risks to keep high‑visibility projects aligned with organizational goals. Serves as a trusted advisor to leadership, driving clarity, alignment, and measurable results across the project lifecycle.

Planning Coordination: Coordinates planning functions for the AWM Growth, Planning and Activation (GPA) organization, inclusive of sprint planning, business planning, and short and long-term projects

Analytics Tool Prioritization: Partners with Digital & Analytics team to manage pipeline of enhancements to tools and dashboards critical for measuring growth in AWM

Business Health: Supports ongoing reporting for growth and conducts data analysis to identify trends, opportunities, and potential risks, escalating findings to business partners in Advice and Wealth Management

Responsibilities  

  • Manage individual projects or multiple workstreams within a broader program, ensuring alignment with goals, timelines, and deliverables.

  • Develop, implement, and monitor comprehensive project plans, contributing expertise to major project milestones and required tasks.

  • Provide guidance on project management best practices, leveraging prior experience to anticipate challenges and identify effective solutions.

  • Serve as a trusted advisor, ensuring projects align with the company’s overall strategy and respond appropriately to evolving market conditions.

  • Communicate project status, progress, and issues regularly to stakeholders including team members, leaders, and senior management.

  • Build and maintain strong working relationships with internal and external stakeholders, proactively fostering communication and influencing key decisions.

  • Identify, manage, and mitigate project risks and issues. Communicate recommended solutions to stakeholders and leadership to secure alignment and buy in.

  • Participate in special projects and perform other duties as assigned.

Requirements:  

  • Minimum of five years of related work experience; two years of direct project management experience preferred.

  • Financial Services and/or function‑specific experience strongly preferred.

  • Undergraduate degree or equivalent combination of training and experience required.

  • Graduate degree preferred.

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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The Company
Charlotte, NC
20,252 Employees
Year Founded: 1975

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.

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