Rate Strategy Execution & Operations Lead

Vanguard; Charlotte (NC); On-site; USD 90,000 - 140,000; Full time

Job summary

Vanguard is seeking a Business Unit Strategy Analyst Specialist for the Rate Strategy team. You will own end-to-end execution of rate changes across cash products, coordinating implementation, validation, controls, evidence, and downstream activities with a broad network of partners.

The role emphasizes improving operating frameworks, reducing manual effort through process improvement, automation, and AI-enabled solutions while maintaining strong risk controls and audit readiness.

Qualifications

• 3+ years of experience in business operations, process management, risk and controls, or related field.
• Experience in fintech, banking, or investment industries is preferred.
• Undergraduate degree required; a graduate degree is a plus.

Responsibilities

• Execute approved rate changes from planning through implementation, validation, evidence collection, and post-change confirmation.
• Coordinate cross-functional execution by clarifying ownership, managing dependencies, tracking completion, resolving issues, and driving stakeholder readiness.
• Maintain procedures, checklists, process maps, control documentation, decision records, and supporting evidence to promote consistent execution and audit readiness.
• Identify operational risks and support risk assessment, mitigation, control execution, issue escalation, and remediation activities.
• Maintain and enhance end-to-end process documentation as business requirements, systems, and downstream processes evolve.
• Identify and implement process improvements that reduce manual effort, strengthen consistency, improve accuracy, and increase scalability.
• Support the use of automation and AI-enabled solutions to enhance process execution and quality assurance.
• Support vendor-related activities, including business requirements, deliverables, contract and renewal tracking, spending, performance, and issue resolution.
• Partner across product, operations, technology, finance, risk, compliance, marketing, controls, oversight, and other teams to drive successful execution.
• Provide clear and concise updates on execution status, risks, controls, issues, key decisions, and process‑improvement activities.

Skills

Operational execution

Risk and controls

Process improvement

Operational excellence

Cross-functional coordination

Technical aptitude (Excel/VBA)

Judgment and decision making

Education

Undergraduate degree

Graduate degree (plus)

Tools

Excel

VBA

Job description

Vanguard is seeking a Business Unit Strategy Analyst Specialist for the Rate Strategy team. You will own end-to-end execution of rate changes across cash products, coordinating implementation, validation, controls, evidence, and downstream activities with a broad network of partners.

The role emphasizes improving operating frameworks, reducing manual effort through process improvement, automation, and AI-enabled solutions while maintaining strong risk controls and audit readiness.