Senior Manager, Head of Strategy Development-Financial Advisor Services

At Vanguard, we are continually maturing our distribution ecosystem-and strategy development is a core driver of long-term distribution excellence. As the Senior Manager, Head of Strategy Development for our Financial Advisor Services (FAS) business, you will lead the design and evolution of our distribution strategies, ensuring Vanguard remains a trusted partner for advisors nationwide.

This newly created role reports to the Head of Distribution Strategy & Planning and leads a team responsible for:

• Long-term distribution strategy planning and roadmap development

• Assessing the health of our distribution strategy given industry and competitive flows

• Connecting NPS/VOC insights to strategic health and performance metrics

• Evaluating the integration of human-led and digital-led distribution strategies

• Monitoring external trends , competitive intelligence , and advisor needs

• Supporting business planning and resource allocation

With over $4 trillion in assets under management across our intermediary channel, Vanguard's FAS division is already a market leader. This role is critical to ensuring we maintain and grow that position by anticipating industry shifts, aligning resources to strategic priorities, and driving innovation across advisor engagement models.

What it Takes

• Shape the Future: Define and evolve Vanguard's distribution strategy, ensuring alignment with advisor needs and market trends.

• Drive Alignment: Connect client feedback (NPS/VOC) to strategic health metrics, ensuring our strategy reflects advisor and investor expectations.

• Integrate and Connect: Bridge human-led and digital-led distribution strategies, leading to a seamless experience across channels and platforms.

• Stay Ahead: Monitor external trends, competitive intelligence, and emerging technologies to inform strategic decisions.

• Enable Growth: Support business planning and resource allocation to deliver strategic priorities effectively and efficiently.

Summary

We're looking for a strategic leader who combines strategic vision with execution. You've led strategy development in asset management, wealth, or financial advisor services environments and understand the dynamics of the external market and distribution ecosystems. You know how to translate insights into strategy, create actionable plans, and influence across product, marketing, distribution, and operations.

You will bring:

• 10+ years of progressive leadership in strategy development, distribution strategy, or business planning .

• Experience shaping strategies for advisor-facing distribution teams and digital engagement models .

• Demonstrated ability to connect insights (NPS/VOC, competitive intelligence) to strategic outcomes and business health .

• Deep understanding of distribution processes, advisor engagement, and digital transformation trends .

• Executive presence and change leadership capability, with a track record of influencing across product, marketing, and operations .

• A strong belief in clarity, collaboration, and building strategies that empower advisors and investors .

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-171905

Employment Type: FULL_TIME

Posted: 2025-10-29T20:27:10