
Largest company.
Digital & Analytics Strategic Planning Lead
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:
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Strategic Leadership Alignment
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Partner closely with senior leaders to shape strategic direction, surface trade-offs, and maintain alignment on priorities and outcomes.
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Develop clear, executive-ready materials that articulate where we are, what’s changing, and what actions or decisions are needed.
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Portfolio Strategy & Governance
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Maintain a cohesive, outcome-driven portfolio strategy - moving beyond disconnected roadmaps to a deliberate set of choices aligned to business and client outcomes.
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Assess portfolio health with an objective lens, identifying capacity constraints, gaps, duplication, dependencies, and misalignment with strategic intent.
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Cross-Functional Communication & Alignment
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Ensure teams understand the “why,” not just the “what,” behind priorities and decisions.
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Drive consistency in how strategy, progress, and value are communicated across stakeholders.
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Synthesize complexity into a clear narrative, elevate risks and issues early, and enable leaders to make informed decisions quickly.
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What Good Looks Like
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Portfolio decisions are clearer, more intentional, and tightly connected to strategic outcomes.
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Teams spend less time seeking clarity and more time delivering meaningful value.
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Cross-functional friction is reduced; readiness improves; decision-making becomes faster and more disciplined for our most critical work.
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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について

Vanguard
PublicA 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+
従業員数
Kelayres
本社所在地
レビュー
10件のレビュー
4.1
10件のレビュー
ワークライフバランス
3.8
報酬
2.5
企業文化
4.2
キャリア
3.2
経営陣
4.3
75%
知人への推奨率
良い点
Supportive management and leadership
Great work-life balance and flexibility
Strong team collaboration and culture
改善点
Low or non-competitive compensation
Limited career advancement and promotions
Heavy workload and long hours
給与レンジ
756件のデータ
Junior/L3
Mid/L4
Senior
Junior/L3 · Product Development Engineer
1件のレポート
$100,000
年収総額
基本給
$77,667
ストック
-
ボーナス
-
$100,000
$100,000
面接レビュー
レビュー3件
難易度
3.0
/ 5
期間
14-28週間
面接プロセス
1
Application Review
2
Online Assessment/Case Study
3
Phone Interview
4
Technical Interview
5
Final Round Interview
6
Offer
よくある質問
Technical Knowledge
Behavioral/STAR
Past Experience
Case Study
Coding/Algorithm
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