About Vanguard Personal Investor
Vanguard is the only company built for investors, fueled by a distinct core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. As Vanguard’s direct-to-client business, Personal Investor plays a unique and vital role in this mission. When investors come to us directly, they are choosing much more than our products—they are choosing purpose-driven crew, a disciplined client offer, and an experience built to make each client a better investor. We support clients through every step of their financial journey—from first-time investors and education savers to those preparing for and living in retirement.
The Opportunity
As Senior Director of Strategy for Personal Investor, you will be a key leader in shaping and driving the competitive business strategy for Vanguard’s retail-focused business. As one of the largest direct providers in the industry, we serve ~8 million individual clients. Reporting to the Head of Strategy and Client Management, you will lead high-impact strategic initiatives that influence the future direction of the business and help deliver on our mission to improve investor outcomes. Note: This role will report to Janelle McDonald, Head of Strategy and Client Management.
Core Responsibilities
Lead the development and execution of business strategy for Personal Investor, in close partnership with senior leaders across the division and enterprise.
Ensure our offer remains healthy, vibrant, and relevant to our target clients by conducting offer health assessments and recommending where to invest in new offer development.
Lead and mentor a team of strategy professionals, providing direction on strategic priorities, frameworks, and deliverables.
Drive strategic planning processes, including market and competitive assessments, opportunity sizing, and scenario planning.
Translate complex strategic questions into clear, actionable insights through meticulous analysis and synthesis.
Prepare and present strategic recommendations to senior leadership, including storylines, presentations, and white papers.
Collaborate with cross-functional teams to ensure alignment and execution of strategic initiatives.
Stay abreast of industry trends, client needs, and competitive dynamics to inform strategic decision-making.
Contribute to the evolution of the strategy function by enhancing tools, frameworks, and ways of working.
Qualifications
Undergraduate degree required; MBA or advanced degree strongly preferred.
Minimum of eight years of experience in corporate strategy, management consulting, or business strategy roles—preferably in premier management consulting firms and/or within financial services or a client-centric organization.
Proven ability to lead complex strategic engagements with a high degree of autonomy.
Proven experience leading and developing high-performing teams.
Exceptional interpersonal and stakeholder management skills; ability to influence and build credibility with senior leaders.
Strong written and verbal communication skills, including the ability to distill complex ideas into compelling narratives.
Excellent project management and prioritization skills in a fast-paced environment.
Personal Investor Head of Divisional Strategy Information Sessions
Friday, July 11th from 12-12:30PM ET and Tuesday, July 15th from 4-4:30PM ET
Microsoft Teams Need help?
Join the meeting now
Meeting ID: 243 325 153 031 2
Passcode: r665Ej6b
Dial in by phone
+1 267-486-2093,,528396990# United States, Philadelphia
Find a local number
Phone conference ID: 528 396 990#
Join on a video conferencing device
Tenant key: [email protected]
Video ID: 114 909 734 5
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.
Similar Jobs
.png)
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.
