Senior Director, Strategy & Offer, Personal Wealth

The Vanguard Group; Malvern (Chester County); Hybrid; USD 250,000 - 350,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

The Vanguard Group in Malvern, PA seeks a Senior Director Strategy & Offer, Personal Wealth to shape strategy and product offers for individual investors. You will lead high-impact analyses, influence senior leaders, and guide execution across a unified Personal Wealth division.

You will partner with executives, translate complex data into clear narratives, and drive strategic initiatives with a focus on customer experience, digital transformation, and scalable personalization.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Master’s degree preferred; 8+ years of strategy/consulting or financial analysis experience.
• Demonstrated strategic judgment in ambiguous environments.
• Executive-level communication and presentation skills.
• Ability to influence senior stakeholders without formal authority.

Responsibilities

• Lead complex, high-impact strategic analyses.
• Partner with senior leaders to define business problems and guide execution.
• Drive business and offer projects and set strategy.
• Prepare strategic insights for senior executives.
• Develop and coach high-performing teams.
• Monitor industry trends and advise on opportunities and risks.
• Translate analyses into actionable recommendations.
• Lead enterprise initiatives as needed.

Skills

Strategic leadership

Executive presence

Communication skills

Problem framing

Stakeholder management

Education

Bachelor’s degree or equivalent experience

Master’s degree preferred

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

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.