Digital & Analytics Strategic Planning Lead

Vanguard Group, Inc.

$100K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of eight years in business, ideally within financial services.
  • At least four years of project or program management experience required.
  • Undergraduate degree or equivalent experience; graduate degree preferred.
  • Strong background in product, strategy, or operations within complex environments.
  • Ability to engage at both strategic and execution levels.
  • Exceptional communicator skilled at simplifying complex information.
  • Experience in digital product management and advisor experience preferred.

Responsibilities

  • Partner with senior leaders to define strategic direction and ensure priority alignment.
  • Create executive-ready materials that summarize current status and required actions.
  • Develop and maintain an outcome-based portfolio strategy, ensuring alignment with business goals.
  • Assess portfolio health to identify constraints and misalignments effectively.
  • Communicate the rationale behind decisions to ensure understanding across teams.
  • Drive unified messaging regarding strategy, progress, and value to stakeholders.
  • Transform complexity into clear narratives that support informed decision-making.

Benefits

  • Collaborative work environment encouraging innovative thinking and strategic leadership.
  • Opportunity to work closely with senior leaders and influence key decisions.
  • Engagement in a high-impact role that allows for personal and professional growth.
  • Focus on measurable improvements in advisor experience and client outcomes.
Full Job Description
We're looking for a strategic leader to help bring clarity, coherence, and execution discipline across the Financial Advisor Services (FAS) Digital & Analytics portfolio. This role is designed for someone who thrives in complexity - someone who can connect strategy to delivery, bring structure to ambiguity, and elevate how we plan, prioritize, and communicate across a large, interconnected ecosystem. The Portfolio Strategy Lead serves as a critical connector between strategy, people, process and execution. Acting as a trusted thought partner to senior leaders, this role helps ensure we are focused on the right problems, making deliberate portfolio choices, and operating in a way that allows teams to deliver on our commitments. This is a high-impact role for a leader who is comfortable operating in the gray, asking hard questions, and raising the bar on strategic clarity and quality. Responsibilities: Strategic Leadership Alignment • Partner closely with senior leaders to shape strategic direction, surface trade-offs, and maintain alignment on priorities and outcomes. • Develop clear, executive-ready materials that articulate where we are, what's changing, and what actions or decisions are needed. Portfolio Strategy & Governance • Maintain a cohesive, outcome-driven portfolio strategy - moving beyond disconnected roadmaps to a deliberate set of choices aligned to business and client outcomes. • Assess portfolio health with an objective lens, identifying capacity constraints, gaps, duplication, dependencies, and misalignment with strategic intent. Cross-Functional Communication & Alignment • Ensure teams understand the "why," not just the "what," behind priorities and decisions. • Drive consistency in how strategy, progress, and value are communicated across stakeholders. • Synthesize complexity into a clear narrative, elevate risks and issues early, and enable leaders to make informed decisions quickly. What Good Looks Like • Portfolio decisions are clearer, more intentional, and tightly connected to strategic outcomes. • Teams spend less time seeking clarity and more time delivering meaningful value. • Cross-functional friction is reduced; readiness improves; decision-making becomes faster and more disciplined for our most critical work. • We see measurable improvements in advisor experience, client outcomes, and value delivery - because our collective effort is focused on the work that matters most. Qualifications: • Minimum of eight years of related business experience; financial services and function-specific experience required. • At least four years of project or program management experience. • Undergraduate degree or equivalent combination of education and experience required; graduate degree preferred. • Strong background in product, strategy, or operations within complex, regulated environments. • Ability to operate fluidly between portfolio-level strategy and execution-level detail. • Exceptional communicator who can simplify complexity and influence across functions. • Comfortable navigating ambiguity, asking direct questions, and pushing for alignment. • Experience in digital product management and the Sales and/or Advisor experience is a plus. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

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