B2B Enablement Senior Strategist

The Vanguard Group; Malvern (Chester County); Hybrid; USD 140,000 - 175,000; Full time

Job summary

Vanguard is seeking a senior leader to drive internal B2B experimentation, shaping strategy and client engagement across sponsors and consultants. The role requires extensive experience in retirement landscape dynamics and cross-functional collaboration to influence flagship offerings.

The position supports a hybrid work model, engages with Plan Sponsors and consultants, and emphasizes strategic problem solving, executive communication, and market trend analysis to advance Vanguard's financial

Qualifications

• Eight years of 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.
• Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

Responsibilities

• Lead internal B2B experimentation to drive EOP results.
• Define business problems by consulting with partners.
• Develop and oversee research and experimentation; integrate into BAU.
• Synthesize analyses into actionable recommendations.
• Prepare materials: presentations, white papers, case studies.
• Advise on Financial Wellness offers internally and with Plan Sponsors/Consultants.
• Connect insights to improve products, services, value story.
• Stay abreast of industry, market, and competitive trends.
• Inform senior management on key industry and product trends.
• Recommend new capabilities and services.
• Participate in special projects.

Skills

Project management

B2B retirement

Cross-divisional collaboration

Strategic selling

Pipeline management

Executive influence & communication

Visa sponsorship restriction

Stakeholder engagement

Education

Undergraduate degree

Graduate degree

Job description

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. 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. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.