Senior Director, Strategy & Offer, Personal Wealth

Vanguard; Malvern (Chester County); On-site; USD 150,000 - 200,000; Full time

Job summary

Vanguard is seeking a Senior Director Strategy & Offer for Personal Wealth responsible for shaping the division's strategy. You will lead strategic analyses, partner with senior leaders, and present insights directly to executives.

A bachelor's degree and over 8 years of relevant experience in corporate strategy are essential. This role emphasizes strong leadership and communication skills to influence and drive outcomes within high-performing teams.

Qualifications

• 8+ years of experience in corporate strategy, management consulting, or financial analysis.
• Demonstrated strategic judgment in ambiguous environments.
• Strong commercial mindset and disciplined project execution.

Responsibilities

• Lead high-impact strategic analyses and shape business strategies.
• Prepare and present insights to senior executives.
• Monitor industry trends and recommend new capabilities.

Skills

Strategic judgment

Analytical skills

Executive communication

People leadership

Education

Bachelor’s degree

Master’s degree

Job description

About The Role

We are looking for a senior leader to provide strategy expertise in support of Vanguard’s mission, clients, products and crew. As Senior Director Strategy & Offer, Personal Wealth, you will be a critical leader helping to shape the strategy and offers for Personal Wealth.

Personal Wealth is Vanguard’s unified division focused on delivering exceptional experiences for individual investors across every stage of their financial journey. Organized around distinct client segments, the division brings together the strengths of Vanguard’s Personal Investor and Wealth Management models to provide focused advice, innovative solutions, and scalable personalization. Through segment-specific distribution, specialized advice and wealth capabilities, and a strong emphasis on digital and client experience transformation, Personal Wealth is designed to meet evolving client needs with both human insight and advanced technology. Our teams work collaboratively to simplify how we operate, accelerate execution, and deliver industry-leading outcomes for millions of investors. This is a high-visibility role that will materially shape Personal Wealth’s strategy as we build it out this year and beyond — with direct exposure to Personal Wealth leadership and across the broader organization.

Core Responsibilities

• Lead complex, high-impact strategic, competitive, and product analyses; partner with senior leaders to define business problems, shape analytical approaches, and guide execution
• Drive business and offer projects and help set the strategy; leverage team insights and manage internal partnerships to deliver against service expectations
• Translate complex analyses into clear, actionable recommendations; prepare and present strategic insights to senior executives through presentations, written materials, and briefings
• Provide thought leadership on priority strategic topics; evolve strategy frameworks and analytical approaches to strengthen enterprise decision-making
• Analyze and interpret complex data to generate meaningful insights; ensure data quality and craft compelling narratives aligned to executive priorities
• Monitor industry, market, and competitive trends in collaboration with the competitive intelligence function; recommend new capabilities and solutions and advise business leaders on emerging opportunities and risks
• Lead or contribute to enterprise initiatives and special projects as needed
• Build, lead, and develop high-performing teams; set clear performance expectations, provide coaching, and make compensation decisions in alignment with company policy

Qualifications

• Bachelor’s degree or equivalent experience required; Master’s degree preferred
• 8+ years of experience in corporate strategy, management consulting, or financial analysis, ideally with a top-tier consulting firm
• Demonstrated strategic judgment in highly ambiguous environments, with strength in framing complex problems and driving sound executive decisions
• Proven ability to independently lead large-scale, high-impact strategic initiatives from concept through execution
• Executive presence with the ability to influence without authority — crafting clear strategic narratives, aligning senior stakeholders, and driving outcomes
• Strong people and talent leadership, with accountability for building, developing, and sustaining high-performing teams
• Exceptional communication skills, including executive-level presentations and decision materials
• Strong commercial mindset with disciplined project execution, prioritization, and results ownership

Sponsorship

Vanguard is not offering visa sponsorship for this position.