Senior Business Unit Strategist

The Vanguard Group; Toronto, Cardinal; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Partnership Development Manager to drive strategic partnerships and enhance investor services. This role involves collaborating with cross-functional teams, analyzing partnership opportunities, and leading negotiations to align with business goals. The ideal candidate will possess strong analytical skills, leadership qualities, and a deep understanding of the financial services sector. This exciting position offers the chance to shape the future of investment access for Canadian investors while working in a dynamic hybrid environment that promotes flexibility and collaboration.

Qualifications

• 8+ years of experience in strategy consulting and financial analysis.
• Exceptional leadership and interpersonal skills required.

Responsibilities

• Collaborate with teams to establish strategy and roadmap for partnerships.
• Lead negotiation of commercial arrangements with stakeholders.

Skills

Strategic Analysis

Financial Analysis

Negotiation Skills

Leadership

Interpersonal Skills

Analytical Problem Solving

Client Service

Presentation Skills

Education

Undergraduate Degree

Master's Degree

Job description

Leads strategy projects and workstreams that include conducting business strategic analysis, competitive research, and product/service evaluation for the business.

Career Opportunity Description:

Vanguard Canada has emerged as a leader in Canada by serving financial advisors and individual retail investors. As new platforms and mediums emerge for Canadian investors to access investment products, Vanguard is seeking a Partnership Development Manager responsible for establishing new relationships and pathways to better serve investors. The role supports key activities related to potential partnerships and reports directly to the Head of Vanguard’s Canadian business, with a dotted line to the Americas Region CFO & Head of Strategy. The ideal candidate knows how to build and foster strong external networks (usually in collaboration with Sales), work cross-functionally with internal teams, support partnership negotiations and due diligence, execute partnerships and internal operating models, and perform ongoing monitoring of key metrics.

Details:

Core Responsibilities

• Collaborates effectively with cross-functional teams, including business head, sales, and finance, to establish strategy and roadmap for partnerships.
• Identifies and evaluates partnership opportunities by delivering both quantitative and qualitative analysis, including financial models and scenario analysis, to estimate potential value. As a member of the executive leadership team, recommends partnership opportunities and garners support for opportunities that align with Vanguard Canada’s business goals and strategic priorities.
• Leads negotiation of commercial arrangements in collaboration with internal stakeholders and executive leaders.
• Establishes operating model for ongoing support and is responsible for ongoing delivery.
• Implements processes to continuously measure client outcomes throughout the lifecycle of partnerships.
• Works independently with attention to detail and sensitivity to deadlines.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Undergraduate degree or equivalent combination of training and experience (Master's degree preferred).
• Minimum of eight years of business experience, including significant experience in strategy consulting and financial analysis.
• Exceptional leadership, organizational, and interpersonal skills.
• Extensive experience with conceptual thinking and analytical problem solving.
• Strong investment acumen.
• Excellent written and verbal communication and persuasion skills, including strong presentation skills to senior management.
• Ability to negotiate commercial deals.
• Canadian Financial Services and/or client service experience preferred.

How We Work

Vanguard has implemented a hybrid working model for the majority of our team 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.