Vanguard Workplace Solutions (VWS) plays a critical role in helping workplace retirement plan participants achieve better financial outcomes through a suite of differentiated retirement, advice, and engagement solutions. As a Senior Strategist on the Participant Financial Success - Offer Strategy and Planning team, you will play a key role in shaping the future capabilities, products, and experiences delivered to participants within employer-sponsored retirement plans, including defined contribution plans such as 401(k), 403(b), and other workplace savings programs.
In this highly visible role, you will leverage deep knowledge of the retirement industry, participant behaviors, rollover strategies, and workplace plan ecosystems to develop innovative solutions that improve participant outcomes and drive business growth. You will collaborate across Workplace Solutions and Personal Wealth divisions, partnering with business, product, digital, operations, and client-facing teams to deliver exceptional value to participants, plan sponsors, consultants, and advisors. This role plays a pivotal part in an enterprise-wide priorities focused on helping participants successfully transition assets and relationships throughout their financial journey.
Market, Competitive & Customer Insights
Develop a deep understanding of the workplace retirement and defined contribution marketplace by analyzing industry trends, regulatory developments, participant behaviors, rollover activity, recordkeeper capabilities, and competitive offerings. Synthesize insights from plan sponsors, participants, consultants, advisors, and industry research to identify unmet needs and strategic growth opportunities.
Offer Definition & Design
Define and evolve end-to-end participant offers within employer-sponsored retirement plans, including retirement readiness, rollover, engagement, advice, and wealth accumulation solutions. Identify gaps in Vanguard's current workplace offering and develop recommendations informed by retirement industry best practices and participant needs.
Strategic & Offer Analysis
Apply deep retirement industry expertise to evaluate business opportunities, participant engagement strategies, rollover conversion opportunities, and offer performance. Translate complex market, participant, and business insights into actionable recommendations that drive growth, improve participant outcomes, and strengthen Vanguard's competitive position.
Qualifications
- Minimum of eight years of related work experience.
- Significant experience within the retirement, workplace savings, wealth management, financial services, or defined contribution industry required.
- Demonstrated expertise in employer-sponsored retirement plans, including 401(k), 403(b), rollover, participant engagement, retirement readiness, or related workplace solutions.
- Experience developing business strategies, products, offers, client experiences, or capabilities within the retirement, benefits, recordkeeping, or wealth management space.
- Strong understanding of retirement industry trends, participant behavior, competitive dynamics, and the regulatory environment impacting workplace retirement plans.
- Proven ability to influence cross-functional stakeholders and lead strategic initiatives from concept through implementation.
- Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.
Preferred Qualifications
- Experience working with retirement plan recordkeepers, investment providers, retirement consultants, plan sponsors, or advisory firms.
- Deep knowledge of participant rollover journeys, retirement income strategies, and workplace-to-personal wealth transitions.
- Experience leveraging participant, sponsor, and market data to develop retirement-focused growth strategies and client solutions.
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 of eight years related work experience.
- Undergraduate degree or equivalent combination of training and experience.
- Graduate degree.
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.
