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Sales Strategist, Senior Specialist

Yesterday Malvern, PA

Owner for the FAS Sales Goals setting process. This role is responsible for partnering with the business and stakeholders across the organization to set divisional and channel goals. This role requires strong analytical skills, strategic mindset, and stakeholder management skills.

Core Responsibilities

This role is responsible for the FAS Sales Goals setting process. As the owner of the process, this is a critical role in shaping the strategy for the FAS organization while partnering with the business to develop relevant goals.

  • Establishes and organizes strategic priorities for the sales team including divisional and channel sales goals.
  • Performs analyses of historical data to surface trends and insights using advanced analytical methods. Validates analytical techniques employed by other analysts.
  • Serves as a thought leader for the organization.
  • Identifies opportunities for optimized strategies and communicates opportunities for consistent application across sales team.
  • Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
  • Effectively communicates to executive audiences.
  • Partners closely and in coordination with CDAO, Finance, PRD and other partner organizations to develop and implement goals.
  • Chairs meetings with sales leaders and operational partners to ensure that there is alignment and clarity within the FAS organization pertaining to sales goals.
  • Mentors, coaches, and develops peers and partners.
  • Shares and documents best practices.
  • Participates in special projects and performs other duties as assigned.

Qualifications

  • Eight years related work experience.
  • Undergraduate degree or equivalent combination of training and experience. PhD or Masters in Economics, Econometrics, or Finance preferred.

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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.

Client-provided location(s): Malvern, PA
Job ID: Vanguard-176636
Employment Type: FULL_TIME
Posted: 2026-03-27T21:01:28

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Health Reimbursement Account
    • Fitness Subsidies
    • On-Site Gym
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Pet Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • On-Site Cafeteria
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • Relocation Assistance
    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Tuition Reimbursement
    • Internship Program
    • Lunch and Learns
    • Leadership Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Vanguard.