B2B Strategy Lead — Hybrid Enablement & Innovation

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

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