Sales Process Owner

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Malvern, PA
In-Office
Fintech
The Role

We are currently seeking a Business Unit Strategy Analyst who is eager to help us continue to revolutionize the industry. This role will be responsible for owning the Book Management process for the FAS business. Book Management is a critical component of an effective distribution process, and crew will have a unique opportunity to shape this body of work as we develop and institutionalize this body of work.
 

We are seeking someone with…

  • Strong interest in the intersection of Sales, Marketing, Technology, and Data
  • Drive and positive attitude, with a desire to learn and grow
  • Excellent communication skills and comfortability engaging with senior leaders, business partners, and Sales crew
  • Strong ability to collaborate in a highly cross-functional environment and manage multiple initiatives simultaneously
  • Curiosity and willingness to learn the FAS distribution ecosystem and business model
  • Ability to strategically develop new initiatives and institutionalize the sales process
  • Demonstrated use of good judgment and thoughtful decision making
  • Ability to navigate ambiguity and deliver on commitments in a fast-paced environment

Responsibilities:

  • Develops and leads complex intermediary business strategic, competitive, and product analyses. Consults independently to define the business problem, issues, and planned approach for research and analyses. Leads work planning and business problem diagnosis, coaching less experienced business strategy analysts in best practices and building business acumen.
  • Synthesizes analyses, key findings, and potential solutions into actionable recommendations. Works with senior managers in the business to prepare and deliver materials, including presentations, white papers, case studies, etc.
  • Interprets and analyzes highly complex data using business acumen in order to derive key insights. Verifies the quality, accuracy, and reasonableness of the data. Displays, organizes, and crafts data into a compelling storyline with actionable insight for the business.
  • Stays abreast of industry, market, and business competitive trends. Supports efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommends new and enhanced capabilities and services.
  • Participates in special projects and performs other duties as assigned.

 

Specializations that will make a strong impact:

  • Prior experience working in a B2B or intermediary distribution environment.
  • Familiarity with Vanguard's investment product offer and services.
  • Leading or supporting cross-functional programs. 

 

Qualifications:

  • Minimum of five years related work experience.
  • Undergraduate degree or equivalent combination of training and experience. 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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