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Vanguard
Vanguard

Largest company.

Digital & Analytics Strategic Planning Lead

직무프로덕트
경력리드급
위치Malvern; Scottsdale; Charlotte
근무오피스 출근
고용정규직
게시1주 전
지원하기

We’re looking for a strategic leader to help bring clarity, coherence, and execution discipline across the Financial Advisor Services (FAS) Digital & Analytics portfolio. This role is designed for someone who thrives in complexity - someone who can connect strategy to delivery, bring structure to ambiguity, and elevate how we plan, prioritize, and communicate across a large, interconnected ecosystem.

The Portfolio Strategy Lead serves as a critical connector between strategy, people, process and execution. Acting as a trusted thought partner to senior leaders, this role helps ensure we are focused on the right problems, making deliberate portfolio choices, and operating in a way that allows teams to deliver on our commitments. This is a high-impact role for a leader who is comfortable operating in the gray, asking hard questions, and raising the bar on strategic clarity and quality.

Responsibilities:

  • Strategic Leadership Alignment

  • Partner closely with senior leaders to shape strategic direction, surface trade-offs, and maintain alignment on priorities and outcomes.

  • Develop clear, executive-ready materials that articulate where we are, what’s changing, and what actions or decisions are needed.

  • Portfolio Strategy & Governance

  • Maintain a cohesive, outcome-driven portfolio strategy - moving beyond disconnected roadmaps to a deliberate set of choices aligned to business and client outcomes.

  • Assess portfolio health with an objective lens, identifying capacity constraints, gaps, duplication, dependencies, and misalignment with strategic intent.

  • Cross-Functional Communication & Alignment

  • Ensure teams understand the “why,” not just the “what,” behind priorities and decisions.

  • Drive consistency in how strategy, progress, and value are communicated across stakeholders.

  • Synthesize complexity into a clear narrative, elevate risks and issues early, and enable leaders to make informed decisions quickly.

  • What Good Looks Like

  • Portfolio decisions are clearer, more intentional, and tightly connected to strategic outcomes.

  • Teams spend less time seeking clarity and more time delivering meaningful value.

  • Cross-functional friction is reduced; readiness improves; decision-making becomes faster and more disciplined for our most critical work.

  • We see measurable improvements in advisor experience, client outcomes, and value delivery - because our collective effort is focused on the work that matters most.

Qualifications:

  • Minimum of eight years of related business experience; financial services and function-specific experience required.
  • At least four years of project or program management experience.
  • Undergraduate degree or equivalent combination of education and experience required; graduate degree preferred.
  • Strong background in product, strategy, or operations within complex, regulated environments.
  • Ability to operate fluidly between portfolio-level strategy and execution-level detail.
  • Exceptional communicator who can simplify complexity and influence across functions.
  • Comfortable navigating ambiguity, asking direct questions, and pushing for alignment.
  • Experience in digital product management and the Sales and/or Advisor experience is a plus.

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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Vanguard 소개

Vanguard

Vanguard

Public

A client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services to institutional and individual investors, and financial professionals.

10,001+

직원 수

Kelayres

본사 위치

리뷰

10개 리뷰

4.1

10개 리뷰

워라밸

3.8

보상

2.5

문화

4.2

커리어

3.2

경영진

4.3

75%

지인 추천률

장점

Supportive management and leadership

Great work-life balance and flexibility

Strong team collaboration and culture

단점

Low or non-competitive compensation

Limited career advancement and promotions

Heavy workload and long hours

연봉 정보

756개 데이터

Junior/L3

Mid/L4

Senior

Junior/L3 · Product Development Engineer

1개 리포트

$100,000

총 연봉

기본급

$77,667

주식

-

보너스

-

$100,000

$100,000

면접 후기

후기 3개

난이도

3.0

/ 5

소요 기간

14-28주

면접 과정

1

Application Review

2

Online Assessment/Case Study

3

Phone Interview

4

Technical Interview

5

Final Round Interview

6

Offer

자주 나오는 질문

Technical Knowledge

Behavioral/STAR

Past Experience

Case Study

Coding/Algorithm