B2B Enablement Senior Strategist

Vanguard; Malvern (Chester County); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard seeks a senior B2B strategy leader to drive the planning and execution of an experimentation portfolio for Workplace Solutions. You will partner with client-facing teams to shape product/service evolution, deliver actionable recommendations, and influence executive decision‑making.

With a focus on financial wellness offerings, you will synthesize insights, manage pipelines, and stay ahead of industry trends, enabling strategic wins across sponsor and consultant channels.

Qualifications

• Minimum of eight years related work experience.
• Undergraduate degree or equivalent combination of training and experience.
• Graduate degree preferred.
• Strong understanding of B2B retirement landscape (sponsor and consultant).
• Executive influence and communication abilities.

Responsibilities

• Lead internal B2B experimentation to drive Crossover / Rollover EOP results and client strategy pipelines.
• Synthesize analyses and prepare materials, including presentations and case studies.
• Advocate for Financial Wellness offers with internal and external partners.
• Connect insights to improve products, services, and value story.
• Stay on top of industry trends and inform senior management with key developments.

Skills

B2B sales strategy

Experimentation

Executive communication

Pipeline management

Cross-divisional collaboration

Education

Bachelor's degree or equivalent

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.