Senior B2B Strategy Lead – Financial Wellness

The Vanguard Group

Malvern (Chester County)

Hybride

USD 140 000 - 175 000

Plein temps

14 jours+

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Résumé du poste

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.

Responsabilités

  • 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.

Connaissances

Project management
B2B retirement
Cross-divisional collaboration
Strategic selling
Pipeline management
Executive influence & communication
Visa sponsorship restriction
Stakeholder engagement

Formation

Undergraduate degree
Graduate degree

Description du poste

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

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