B2B Enablement Senior Strategist

Vanguard; Charlotte (NC); Hybrid; USD 125,000 - 165,000; Full time

Job summary

Vanguard seeks a senior leader to drive B2B sales strategy for Workplace Solutions, partnering with client-facing teams and guiding an experimentation portfolio to shape product and service evolution. You will stay ahead of market trends, synthesize analyses into compelling recommendations, and communicate clear business cases to executives.

You will champion Financial Wellness offers with sponsors and consultants, connect insights to product enhancements, and influence strategic decisions

Qualifications

• Eight+ years of related work experience.
• Undergraduate degree; graduate degree preferred.
• Project management and organizational skills.
• Strong understanding of the B2B retirement landscape.
• Strong cross-divisional interpersonal skills.
• Strategic selling and prioritization experience.
• Pipeline management experience.
• Executive influence and communication abilities.

Responsibilities

• Lead internal B2B experimentation to drive EOP results with planning and strategy pipelines.
• Synthesize analyses into actionable recommendations and deliver materials.
• Advocate for Financial Wellness offers with partners and sponsors.
• Link insights to product, service, and value story improvements.
• Monitor industry trends and inform senior management of key shifts and competitive movements.
• Support special projects and other duties as assigned.

Skills

Project management

B2B retirement landscape

Cross‑divisional interpersonal skills

Strategic selling

Pipeline management

Executive influence and communication

Education

Undergraduate degree; Graduate degree preferred

Job description

Drives B2B sales strategy by partnering with client‑facing crew, compiles competitive research, and manages the B2B experimentation portfolio and product/service evolution for Workplace Solutions.

Responsibilities

• Lead internal B2B experimentation to drive Crossover / Rollover EOP results. This is inclusive of business planning, client strategy pipelines, and creating a feedback loop. Independently define business problems by consulting with business partners. Develop and oversee approach for research and experimentation; implements into BAU processes.
• Synthesize analyses, key findings, and potential solutions into actionable recommendations. Prepare and deliver materials, including presentations, white papers, case studies, etc.
• Serve as a subject matter expert and advocate for Financial Wellness offers, both internally (business partners) and externally (Plan Sponsors, Consultants)
• Connect insights, experimentation, and partner feedback to improve our products, services, and value story
• Stay abreast of industry, market, and business competitive trends. Lead efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommend new and enhanced capabilities and services.
• Participate in special projects and perform other duties as assigned.

Qualifications

• Minimum of eight years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• Project management / organization.
• Strong understanding of B2B retirement landscape (sponsor and consultant).
• Strong cross‑divisional interpersonal skills.
• Strategic selling and prioritization experience.
• Pipeline management experience.
• Executive influence and communication abilities.

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.