CORE RESPONSIBILITIES
Support Firm Approval Prioritization
- Coordinate the intake and review of content requests requiring firm approval.
- Support prioritization discussions by maintaining visibility into submission demand, firm capacity, business priorities, and approval timelines.
- Partner with Sales Channel Marketing leadership to communicate prioritization decisions and manage stakeholder expectations.
- Help ensure firm approval capacity is aligned to strategic business objectives.
Manage Firm Approval Execution
- Submit content through firm-specific approval platforms and channels.
- Monitor approval status, follow up on outstanding reviews, and coordinate resubmissions when required.
- Maintain visibility into approval timelines, bottlenecks, and upcoming submission opportunities.
- Serve as a primary point of contact for firm approval process questions and escalations.
Maintain Firm Requirements Expertise
- Develop and maintain knowledge of firm-specific submission requirements and review processes.
- Partner with Key Accounts and Sales Channel Marketing leaders to validate and update firm requirements.
- Provide guidance to stakeholders on approval requirements, timelines, and process expectations.
- Identify opportunities to simplify and improve firm approval practices.
Drive Process Excellence
- Partner with Marketing Operations to enhance workflow efficiency, reporting, automation, and process transparency.
- Identify trends, pain points, and opportunities to improve approval throughput and stakeholder experience.
- Support implementation of future-state operating model enhancements and governance practices.
- Contribute to ongoing documentation, training, and communication efforts.
Minimum Qualifications
- Minimum five years related work experience.
- Undergraduate degree or equivalent combination of training and experience.
- Strong organizational and project coordination skills.
- Proven ability to manage multiple priorities and stakeholders simultaneously.
- Excellent written, verbal, and interpersonal communication skills.
- Demonstrated ability to influence and collaborate across teams.
Preferred Qualifications
- Three or more years of experience in marketing, sales enablement, operations, project management, or related business functions preferred
- Experience supporting intermediary, broker-dealer, or channel marketing programs.
- Knowledge of financial services marketing and content review processes.
- Experience working with workflow management, intake, or prioritization processes.
- Experience partnering across marketing, sales, compliance, and operations organizations.
- Strong analytical and problem-solving skills.
Special Factors
Success in this role will require:
- Strong business judgment and decision-support capabilities.
- Ability to navigate ambiguity and competing business priorities.
- Ownership mindset with a focus on continuous improvement.
- Exceptional stakeholder management and relationship-building skills.
- Attention to detail balanced with a focus on strategic business outcomes.
Why This Role Matters
This role is critical to ensuring that firm approval capacity is leveraged effectively against Sales Channel Marketing priorities. By serving as the connection point between business strategy, stakeholder demand, and approval execution, the position helps maximize distribution opportunities while improving transparency, consistency, and speed across the Firm Approval process.
This role is part of our hybrid work model with a required three days a week onsite in our Malvern, PA office. Fully remote work is not available for this role.
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 five years of related work experience
- Undergraduate degree or equivalent combination of training and experience
- Strong organizational and project coordination skills
- Ability to manage multiple priorities and stakeholders simultaneously
- Excellent written, verbal, and interpersonal communication skills
- Ability to influence and collaborate across teams
- Three or more years of experience in marketing, sales enablement, operations, project management, or related business functions
- Experience supporting intermediary, broker-dealer, or channel marketing programs
- Knowledge of financial services marketing and content review processes
- Experience with workflow management, intake, or prioritization processes
- Experience partnering across marketing, sales, compliance, and operations organizations
- Strong analytical and problem-solving skills
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.
