About the role
We are looking for a senior leader to provide strategy expertise in support of Vanguard’s mission, clients, products and crew. As Senior Director Strategy & Offer, Personal Wealth, you will be a critical leader helping to shape the strategy and offers for Personal Wealth.
Personal Wealth is Vanguard’s unified division focused on delivering exceptional experiences for individual investors across every stage of their financial journey. Organized around distinct client segments, the division brings together the strengths of Vanguard’s Personal Investor and Wealth Management models to provide focused advice, innovative solutions, and scalable personalization.
Through segment-specific distribution, specialized advice and wealth capabilities, and a strong emphasis on digital and client experience transformation, Personal Wealth is designed to meet evolving client needs with both human insight and advanced technology. Our teams work collaboratively to simplify how we operate, accelerate execution, and deliver industry-leading outcomes for millions of investors.
This is a high-visibility role that will materially shape Personal Wealth’s strategy as we build it out this year and beyond — with direct exposure to Personal Wealth leadership and across the broader organization.
Core Responsibilities
Lead complex, high-impact strategic, competitive, and product analyses; partner with senior leaders to define business problems, shape analytical approaches, and guide execution
Drive business and offer projects and help set the strategy; leverage team insights and manage internal partnerships to deliver against service expectations
Translate complex analyses into clear, actionable recommendations; prepare and present strategic insights to senior executives through presentations, written materials, and briefings
Provide thought leadership on priority strategic topics; evolve strategy frameworks and analytical approaches to strengthen enterprise decision-making
Analyze and interpret complex data to generate meaningful insights; ensure data quality and craft compelling narratives aligned to executive priorities
Monitor industry, market, and competitive trends in collaboration with the competitive intelligence function; recommend new capabilities and solutions and advise business leaders on emerging opportunities and risks
Lead or contribute to enterprise initiatives and special projects as needed
Build, lead, and develop high-performing teams; set clear performance expectations, provide coaching, and make compensation decisions in alignment with company policy
Qualifications
Bachelor’s degree or equivalent experience required; Master’s degree preferred
8+ years of experience in corporate strategy, management consulting, or financial analysis, ideally with a top-tier consulting firm
Demonstrated strategic judgment in highly ambiguous environments, with strength in framing complex problems and driving sound executive decisions
Proven ability to independently lead large-scale, high-impact strategic initiatives from concept through execution
Executive presence with the ability to influence without authority — crafting clear strategic narratives, aligning senior stakeholders, and driving outcomes
Strong people and talent leadership, with accountability for building, developing, and sustaining high-performing teams
Exceptional communication skills, including executive-level presentations and decision materials
Strong commercial mindset with disciplined project execution, prioritization, and results ownership
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
- Bachelor's degree or equivalent experience required
- Master's degree preferred
- 8+ years of experience in corporate strategy, management consulting, or financial analysis
- Demonstrated strategic judgment
- Proven ability to independently lead large-scale strategic initiatives
- Exceptional communication 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.
