Business Unit Strategy, Senior Specialist

Shape the future of investing

Our vision in Vanguard’s Institutional Investor Group (IIG) is to be the best in the retirement industry at championing participant outcomes in the Workplace through an approach that sees the individual or institution in every interaction and advocates for their long-term financial well-being as if it were our own. With a trusted brand, industry-leading products, and advice, and recently announced bold partnerships, Vanguard is a key player in the U.S. Institutional market. At the same time, IIG is continuing to evolve and refine its strategy to ensure continued success amidst an ever-changing and dynamic competitive landscape.

Our Strategy Consulting team’s core purpose is to advance strategic priorities, support senior leader decision making across the division, and help IIG win and sustain a competitive advantage into the future. You will need to develop a keen understanding of our industry and business, apply strong conceptual thinking and analytical skills, and an ambitious mindset to develop and drive strategies that create lasting value.

Responsibilities

• Provides direction and guidance to a team of strategy analysts around key strategic topics and questions. Leverages and manages cross-functional teams as required.
• Provides thought-leadership by identifying strategic topics and presenting compelling ideas for research evaluation to Divisional Leadership.
• Participates in department-level strategic planning, contributing insights derived from analysis and synthesis of the team. Manages client relationships and anticipates needs.
• Develop and lead strategic, competitive, and product analyses. Consult independently with internal clients to define the business problem, issues, and planned approach for research and analyses. Lead work planning and business problem diagnosis, coaching less experienced strategy analysts in best practices and building business acumen.
• Synthesize analyses, key findings, and potential solutions into actionable recommendations. Work with senior managers to prepare and deliver materials, including client presentations, white papers, case studies, etc.
• Interpret and analyze highly complex data using business acumen to derive key insights. Verify the quality, accuracy, and reasonableness of the data. Display, organize, and craft data into a compelling storyline with actionable insight for the client.
• Develops and implements operational plans to achieve departmental objectives. Works with senior management in the planning, development and execution of short- and long-range goals.
• Stay abreast of industry, market, and competitive trends. Support 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 eight years related work experience.
• Undergraduate degree or equivalent combination of training and experience. MBA or graduate degree preferred.
• Excellent written and verbal communications skills, including strong facilitation and presentation skills to senior management.
• Excellent research, analytical, and problem-solving skills with a proven ability to derive meaningful insights from analysis.
• Excellent knowledge of Microsoft applications (PowerPoint, Word, and Excel).
• Excellent project management and prioritization skills.

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.

Our commitment to diversity, equity, and inclusion

Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.

Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.

Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.    

Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.

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.