Senior Strategy Lead, Cash Product and Experience jobs in United States
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Vanguard · 1 month ago

Senior Strategy Lead, Cash Product and Experience

Vanguard is seeking a strategic leader to own and advance their Cash products within the Cash & Savings portfolio. The role involves shaping and executing the strategy for the Cash Plus Account, driving product innovation and enhancing client experiences to accelerate growth.

FinanceFinancial Services
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Responsibilities

Lead strategic planning and problem diagnosis
Independently define business problems and opportunities by consulting with partners. Drive end-to-end client experience strategy, marketing messaging, and product roadmap development. Coach less experienced team members on best practices and business acumen
Translate insights into actionable recommendations
Synthesize analyses, key findings, client feedback, and potential solutions into clear strategies that inform product and client experience roadmaps and align with client segment strategies. Prepare and deliver impactful materials, including presentations, white papers, and case studies
Provide subject matter expertise and data-driven insights
Leverage expertise to derive key insights from complex data and client feedback, ensuring accuracy and quality. Own and manage the product health scorecard, delivering actionable insights to optimize performance and client outcomes
Monitor industry and competitive trends
Stay ahead of market developments and competitive dynamics. Inform senior leadership on trends and recommend enhancements to capabilities, services, and marketing strategies that strengthen Vanguard’s Cash products
Ensure cross-functional alignment and risk management
Collaborate closely with fraud, risk, and operations teams to maintain product integrity and security. Participate in special projects and contribute to initiatives that enhance client experience and business outcomes
Participates in special projects and performs other duties as assigned

Qualification

Client product strategyData-driven insightsStrategic planningMarket trend analysisCross-functional collaborationCoachingPresentation skills

Required

Minimum of eight years related work experience
Undergraduate degree or equivalent combination of training and experience

Preferred

Graduate degree

Company

Vanguard

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Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
ic@3401
2017-03-31Non Equity Assistance

Leadership Team

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Salim Ramji
Chief Executive Officer
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Andrew Maack
Principal, Head of US Equity Index Portfolio Management
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Company data provided by crunchbase