About the role
Responsibilities
- Lead internal B2B experimentation to drive Crossover / Rollover EOP results. This is inclusive of business planning, client strategy pipelines, and creating a feedback loop. Independently define business problems by consulting with business partners. Develop and oversee approach for research and experimentation; implements into BAU processes.
- Synthesize analyses, key findings, and potential solutions into actionable recommendations. Prepare and deliver materials, including presentations, white papers, case studies, etc.
- Serve as a subject matter expert and advocate for Financial Wellness offers, both internally (business partners) and externally (Plan Sponsors, Consultants)
- Connect insights, experimentation, and partner feedback to improve our products, services, and value story
- Stay abreast of industry, market, and business competitive trends. Lead efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommend new and enhanced capabilities and services.
- Participate in special projects and perform other duties as assigned.
Qualifications
- Minimum of eight years related work experience.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- Project management / organization.
- Strong understanding of B2B retirement landscape (sponsor and consultant).
- Strong cross-divisional interpersonal skills.
- Strategic selling and prioritization experience.
- Pipeline management experience.
- Executive influence and communication abilities.
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.
Aplyr's read
Vanguard is a leader in low-cost investment management, attracting those committed to long-term financial growth and innovation in client services.
What's promising
- •Vanguard offers a strong reputation for low-cost investment options.
- •Focuses on long-term strategies, appealing to investors seeking stability.
- •Diverse role opportunities in finance, risk management, and IT.
What to watch
- •Limited public information about internal culture and work-life balance.
- •Potentially slow career progression due to large organizational structure.
- •Highly competitive environment may not suit all candidates.
Why Vanguard
- •Pioneered the index fund, revolutionizing investment management.
- •Client-owned structure aligns company interests with investor success.
- •Significant emphasis on investor education and financial literacy.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Vanguard
Vanguard is an investment management company known for its low-cost mutual funds and ETFs, focusing on long-term investment strategies for individual and institutional investors.
