Join the team launching Vanguard’s Advice and Wealth Management (AWM) Division. This role provides a unique opportunity to be at the center of helping AWM reach its long-term strategic ambitions and provides a blend of strategic thinking, strategic planning, execution, and analytical responsibilities.
Strategic priorities:
- Planning Coordination: Supports the coordination across planning functions for AWM, inclusive of business planning, long-term plan, and other planning needs.
- Executive reporting: Supports production and distribution of key reporting systems (e.g., management reporting dashboard, OKR updates, quarterly business reviews, fiscal/long-term planning) and reporting communication to AWM LT
- Relationship management: Serve as the liaison between the business leaders and shared service partners with regards to strategic planning programs and initiatives
- Business health issues: Conducts data analysis (in alignment with business and strategy teams) to identify trends, opportunities, and potential risks, escalating findings to senior leadership
Responsibilities:
- Supports programs or manages major workstreams of a broader strategic planning program. Ensures that the scope of the program aligns with business priorities and that business value is properly measured for prioritization.
- Develops and maintains broad knowledge and awareness of AWM business.
- Communicates well with stakeholders, leaders, team members, management, and department partners to ensure that requirements and priorities are understood.
- Monitors project progress and results and submits regular status reports to management and internal and external stakeholders.
- Builds and maintains relationships across program stakeholders and proactively fosters effective communication between internal and external parties. Drives key decisions to ensure alignment with overarching goals across stakeholders.
- Ensures all steps are taken to mitigate risk and maintains control, compliance, audit, and legal requirements.
- Participates in special projects and performs other duties as assigned.
Qualifications:
- Minimum of six years related business experience. Financial Services and function-specific experience required. Minimum of four years project management experience
- Undergraduate degree or equivalent combination of training and experience required
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.
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.
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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.
