Senior Director of Strategy, Personal Investor

About Vanguard Personal Investor

Vanguard is the only company built for investors, fueled by a distinct core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. As Vanguard's direct-to-client business, Personal Investor plays a unique and vital role in this mission. When investors come to us directly, they are choosing much more than our products- they are choosing purpose -driven crew, a disciplined client offer, and an experience built to make each client a better investor. We support clients through every step of their financial journey-from first-time investors and education savers to those preparing for and living in retirement.

The Opportunity

As Senior Director of Strategy for Personal Investor, you will be a key leader in shaping and driving the competitive business strategy for Vanguard's retail-focused business. As one of the largest direct providers in the industry, w e serve ~8 million individual clients . Reporting to the Head of Strategy and Client Management, you will lead high-impact strategic initiatives that influence the future direction of the business and help deliver on our mission to improve investor outcomes. Note: This role will report to Janelle McDonald, Head of Strategy and Client Management.

Core Responsibilities

• Lead the development and execution of business strategy for Personal Investor, in close partnership with senior leaders across the division and enterprise.
• Ensure our offer remains healthy, vibrant, and relevant to our target clients by conducting offer health assessments and recommending where to invest in new offer development.
• Lead and mentor a team of strategy professionals, providing direction on strategic priorities, frameworks, and deliverables.
• Drive strategic planning processes, including market and competitive assessments, opportunity sizing, and scenario planning.
• Translate complex strategic questions into clear, actionable insights through meticulous analysis and synthesis.
• Prepare and present strategic recommendations to senior leadership, including storylines, presentations, and white papers.
• Collaborate with cross-functional teams to ensure alignment and execution of strategic initiatives.
• Stay abreast of industry trends, client needs, and competitive dynamics to inform strategic decision-making.
• Contribute to the evolution of the strategy function by enhancing tools, frameworks, and ways of working.

Qualifications

• Undergraduate degree required ; MBA or advanced degree strongly preferred.
• Minimum of eight years of experience in corporate strategy, management consulting, or business strategy roles-preferably in premier management consulting firms and/or within financial services or a client-centric organization.
• Proven ability to lead complex strategic engagements with a high degree of autonomy.
• Proven experience leading and developing high-performing teams .
• Exceptional interpersonal and stakeholder management skills; ability to influence and build credibility with senior leaders.
• Strong written and verbal communication skills, including the ability to distill complex ideas into compelling narratives.
• Excellent project management and prioritization skills in a fast-paced environment.

Personal Investor Head of Divisional Strategy Information Sessions

Friday, July 11th from 12-12:30PM ET and Tuesday, July 15th from 4-4:30PM ET

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Meeting ID: 243 325 153 031 2

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Tenant key: teams@pexip.vanguard.com

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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-169069

Employment Type: FULL_TIME

Posted: 2025-08-06T17:17:32