Engagement Lead - Organizational Consulting Services

Company BackgroundHeadquartered in Valley Forge, Pennsylvania, Vanguard is one of the world’s largest investment management companies with approximately $3.6 trillion in assets under management. We provide an extensive set of investment products and services to individual investors, institutions, employer-sponsored retirement plans, and financial professionals. Vanguard is known for competitive investment performance, a broad array of funds, top client service, and costs that are among the industry’s lowest. Most investment firms are either publicly traded or privately owned. Vanguard is different: It is owned by the Vanguard funds, which are in turn owned by their clients. Helping Vanguard investors achieve their goals is the firm’s sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, Vanguard makes every decision—including the decision to keep investing costs as low as possible—with only its clients’ needs in mind.Vanguard is recognized frequently as an employer of choice and for its comprehensive total rewards package of compensation, benefits, and work–life programs. The Company has more than 14,500 employees (referred to as “crew members” in keeping with Vanguard’s nautical theme) in Valley Forge, Pennsylvania; Charlotte, North Carolina; and Scottsdale, Arizona and internationally in the UK, Australia, Japan and Canada. Our investment philosophy of “buy and hold” extends to our employees as well. Vanguard is highly selective in hiring at the outset, and then invests significantly in each crew member’s development, focusing on cultivating his or her managerial and strategic capabilities. The result is a collaborative environment where measurable goals are set and delivered upon by teams of highly committed professionals. Department OverviewVanguard’s Organizational Consulting Services (OCS) group is a team of consultants helping senior executives (Managing Directors and their direct reports) consider and respond to the most pressing issues impacting Vanguard’s growth and success. In response to both market and internal challenges, OCS helps drive change initiatives to enact the corporate vision, improve business activities, drive efficiency and establish new business segments.The PositionThe Engagement Lead engages with Vanguard executives to help them consider how to address these issues. These interactions generally result in a variety of OCS-led initiatives including business or department redesign, enterprise-wide transformation, and major project support. The Engagement Lead will lead or serve as a key member of the teams that deliver these projects.

Key Duties & Responsibilities

  • Work with clients to assess the best-fit organization or operating model to ensure the business is positioned to execute its strategy and meet its stated goals
  • Conduct current state organizational assessments to isolate strengths, challenges and opportunities to improve organization in response to evolving business strategies or environments
  • Generate hypotheses to improve clients’ operating models, org structures and test hypotheses via a blend of qualitative analysis (e.g., client interviews) and quantitative analysis (e.g., spans and layers)
  • Develop data-driven recommendations for future-state organization designs and associated enablers (e.g., decision rights, critical behaviors)
  • Facilitate client group discussions on how to improve organizational effectiveness (e.g., ways of working, visioning sessions) and provide real-time consultation on potential solutions.
  • Provide short-term, focused consultations to business leaders on common organizational and change-related challenges.
  • Lead the specific elements (e.g., change management work stream, organizational analysis) of larger business transformation efforts and develop and deliver impactful, cohesive, and comprehensive recommendations.
  • Assist in the development of transformation structures, approaches and work plans.
  • Independently lead engagements of appropriate size, scope, and complexity.
  • Collaborate with OCS colleagues, HR partners, and stakeholders across Vanguard to develop effective and coordinated approaches to address business issues.
  • Tailor transformation, organization design, and change management solutions for specific client situations and challenges and develop associated deliverables.
  • Promote the development of OCS colleagues through project work and professional experiences.
  • Identify and support initiatives to further develop the OCS practice (e.g., contributions to OCS knowledge management and best practices).

Key Skills & Knowledge

  • Ability to identify strategic priorities and direction in complex and ambiguous circumstances
  • Versatility to work across multiple subject matter domains and client groups
  • Excellent consultative and facilitation skills coupled with strong executive presence
  • Superb problem solving skills; logical and analytical thinker
  • Proven teamwork capabilities; strong relationship management and interpersonal skills
  • Strong oral and written communication skills
  • Attentive to details and deadlines; ability to manage multiple initiatives
  • Strong project management, planning and organizational skills
  • Ability to effectively work independently and identify when to engage others

Work Experience and Educational Credentials

  • Experience in one or more of the following specialties: strategy consulting, management consulting, large-scale transformations, global operating models, organizational design, organizational effectiveness and change management
  • Experience working closely with senior leadership
  • Experience in client service and consultation
  • Experience working with a global organization preferred
  • MBA from a nationally ranked top tier business school or university or Masters from a nationally ranked university in the field of I/O, Organizational Sciences / Behavior, Labor and Industrial Relations

Representative OCS Projects

IT Vision: Help CIO consider how best to deliver enterprise-wide IT service to Vanguard’s global footprint. Project includes visioning, designing organizational structure; delivering organizational change project to move toward new structure.

Globalization: Working with Vanguard’s senior-most leadership to develop and implement operating model guidelines for Vanguard’s growth outside the US. It has involved developing a system to clarify global vision, accountability, structure and leadership to ensure global organization evolves systematically moving forward.

Aligning Resources with Business Objectives: Assortment of design projects across business areas with various aims, including: aligning Vanguard resource strategy to our service offering in 401k business and designing and implementing division level shared services functions in the retail and institutional businesses.

Major Project Consultation: Efforts in IT, Finance, Security, Marketing, and other areas – serving as strategic change advisors on enterprise transformations that involve a combination of operating model redesigns, technology implementations, and merging or realigning functions.

Organizational Effectiveness: Increased involvement in broad organizational effectiveness questions, including developing an offer in the assessment and intervention to enhance organizational climate, culture and engagement.

Career Path

Vanguard expects that successful candidates (hires) who join OCS will expand their scope and impact over time and transition into rotational leadership opportunities across the enterprise. Candidates who join Vanguard in the Engagement Lead role should have a strong aspiration for long term organization impact.

The Organizational Consulting Services Team

OCS consultants have a diverse mix of skills and experiences. Several current team members have been consultants with strategy firms (including BCG, Booz & Company and Deloitte), have deep expertise in advising senior level executives and experience in broader organizational effectiveness offerings.

Matt Chappell

Matt joined Vanguard in 2014, as the Business Readiness Lead for the myHR initiative, and transitioned to OCS in August 2015. He came to Vanguard from serving as a Principal Consultant at The North Highland Company where he spent seven years delivering consulting projects for some of the world’s largest Life Sciences, Financial Services, and Telecommunications firms and contributed to the development of the Firm’s Organizational Change Practice. He holds a B.S. in Engineering from Lehigh University and professional certification in change management. He enjoys playing soccer, travel and spending time with his family.

Sam Mason

Sam joined Vanguard’s OCS team in 2015 after two years in the Strategy & Operations practice at Deloitte Consulting, where he worked as a Senior Consultant and Manager on several large transformations. He received his BS in Political Science and Government from Cornell University in 2007 and his MBA from Duke University’s Fuqua School of Business in 2013. In his spare time, he enjoys reading, running, playing golf and traveling.

Shawn Holland

Came to Vanguard in 2015 from Gartner, an IT research and consulting firm, where she developed IT Strategies and organization structures for a variety of clients in a variety of industries. She is a proud graduate of the University of Virginia’s McIntire School of Commerce, holds certifications in project and change management, and enjoys travelling and spending time with her family in her spare time.

Sean Gardner

Sean joined Vanguard’s OCS team in 2016 after four years at McKinsey & Co. where he was an Engagement Manager specializing in service operations out of the Stamford, CT office. Prior to his time at McKinsey and business school, Sean spent six years in the U.S. Army as a Field Artilleryman highlighted by deployments to Iraq and Afghanistan. Sean holds an MBA from the University of Pennsylvania’s Wharton School and a B.S. in Engineering Management from the United States Military Academy. Away from work, Sean enjoys anything associated with ice hockey, running, and spending time outdoors with his wife and two sons.

Nicholas Stanley

Nick joined OCS in March 2014. He came to Vanguard with three years of Management Consulting experience at Boston Consulting Group, where he supported clients in solving IT and organizational design challenges. Prior to joining BCG, Nick practiced law for three years. He holds a JD from Stanford University and an undergraduate degree in Industrial & Labor Relations from Cornell University.

Sue Betters

Sue obtained her undergraduate degree from Duquesne University and her MBA from St Joseph’s University. She began her career at Vanguard in 1996 in the Institutional division where she spent just over 11 years and held various roles within Recordkeeping Services. From there she moved to HR in 2007 and then joined OCS in 2009. After nearly six years with OCS, Sue took on the role of Organizational Readiness lead for myHR and upon completion of the program, returned to OCS. She enjoys spending time with her family, traveling to New England and the beach (best place to enjoy a great book).

John Musewicz

John leads the Organization Consulting Services team within HR, which is comprised of three global functions responsible for an array of strategic capabilities including organization effectiveness and transformation, strategic workforce planning and human capital analytics and decision support. Prior to Vanguard, he began his career in management consulting where he focused on an array of strategic organizational work across the private and public sectors, including large scale design and transformation efforts. John also has deep expertise in the assessment of organizational issues at the function, team, and individual levels, and is published in the area of assessment practice. John received his B.A. in psychology from the University of Notre Dame, and also holds an M.B.A. and a Doctorate in Clinical Psychology from Widener University.

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