Vanguard · 2 months ago
Senior Strategist – Office of the CEO
Malvern, PA
Full-time
Hybrid
Senior Level
7+ years expVanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking a Senior Strategist to ensure effective communication and coordination within the Office of the CEO, drive strategic projects, and create impactful presentations.
FinanceFinancial Services
No H1B
Responsibilities
Ensure top-notch briefing materials and reports by working with stakeholders and pulling together research into clear, actionable insights
Explore how we might use new technology and systems to drive better quality and efficiency (e.g., AI enhanced systems)
Develop a structured systems approach to keep the Office and key stakeholders coordinated and aligned. Shape a comprehensive work system map to drive coordination and advanced planning
Ensure CEO preparedness for key meetings: Proactively coordinate with communications, PR, distribution teams, and executive admins to lead advance preparation sessions, maintain a forward-looking view of the CEO’s calendar, and ensure all Senior Executive meetings are strategically planned for maximum impact
Drive strategic projects: Take ambiguous challenges, add structure and analysis, synthesize recommendations, and present them clearly
Create compelling presentations: Design high-level decks for internal and external speaking engagements, turning data into user-friendly insights that drive outcomes working closely with the Executive Communications team
Analyze on demand: Complete ad-hoc data analysis as needed to support decision-making
Qualification
Required
Minimum of seven years general experience
Experience interacting with and acting as a trusted advisor to senior leadership
Experience influencing senior-level executives on critical business decisions
Undergraduate degree or equivalent level of training and experience required
Preferred
Four years of strategic project management experience preferred
Graduate degree (e.g., MBA, JD, PhD) preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2025-09-05
2025-03-15
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