Strategic Planning & Execution Lead - Advice and Wealth Management

Join the team launching Vanguard's Advice and Wealth Management (AWM) Division. This role provides a unique opportunity to be at the center of helping AWM reach its long-term strategic ambitions and provides a blend of strategic thinking, strategic planning, execution, and analytical responsibilities.

Strategic priorities:

• Planning Coordination: Supports the coordination across planning functions for AWM, inclusive of business planning, long-term plan, and other planning needs.
• Executive reporting: Supports production and distribution of key reporting systems (e.g., management reporting dashboard, OKR updates, quarterly business reviews, fiscal/long-term planning) and reporting communication to AWM LT
• Relationship management: Serve as the liaison between the business leaders and shared service partners with regards to strategic planning programs and initiatives
• Business health issues: Conducts data analysis (in alignment with business and strategy teams) to identify trends, opportunities, and potential risks, escalating findings to senior leadership

• Supports programs or manages major workstreams of a broader strategic planning program. Ensures that the scope of the program aligns with business priorities and that business value is properly measured for prioritization.
• Develops and maintains broad knowledge and awareness of AWM business.
• Communicates well with stakeholders, leaders, team members, management, and department partners to ensure that requirements and priorities are understood.
• Monitors project progress and results and submits regular status reports to management and internal and external stakeholders.
• Builds and maintains relationships across program stakeholders and proactively fosters effective communication between internal and external parties. Drives key decisions to ensure alignment with overarching goals across stakeholders.
• Ensures all steps are taken to mitigate risk and maintains control, compliance, audit, and legal requirements.
• Participates in special projects and performs other duties as assigned.

• Minimum of six years related business experience. Financial Services and function-specific experience required. Minimum of four years project management experience
• Undergraduate degree or equivalent combination of training and experience required