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Vanguard · 1 month ago

Wealth Management Strategic Partnerships, Specialist

Charlotte, NC

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Vanguard is a mission-driven company focused on the long-term financial wellbeing of its clients. The Strategic Partnerships Specialist will enhance vendor relationships and collaborate on initiatives to strengthen partnerships, contributing to the growth of Vanguard's wealth management offerings.

FinanceFinancial Services

No H1B

Responsibilities

Manages vendor/partner relationships of moderate to high scope and complexity. Engages current partners (startups to established service providers) to enhance outcomes for our crew and clients

Works with the team and partners to identify and deliver operational enhancements for our wealth management offerings

Helps establish a new team and function to support AWM’s long-term partnership and growth strategy

Delivers strategic analysis to improve our offer by collaborating with partners and their capabilities

Encourages collaboration across business units and partner organizations by supporting cross-segment initiatives (including AWM strategy and planning, AWM solutions, Corporate Strategy, other business divisions, etc.)

Provides insights and recommendations on partnership strategy to team leads and stakeholders, contributing to the broader strategic direction

Assists in identifying and pursuing strategic relationships. Develops RFPs for specific services or products, reviews proposals for compliance with the RFP requirements, and request supplemental information as required

Manages relationships with key partners by attending working sessions and contributing to ongoing projects

Develops understanding of regulatory, cultural, and business environments to enable seamless integration of global partners

Qualification

Stakeholder managementVendor managementStrategic analysisProcess improvementsProject managementBusiness analysisNegotiation skillsCross-functional collaboration

Required

Minimum of five years related work experience

Undergraduate degree or equivalent combination of training and experience

Strong stakeholder management and negotiation skills, with the ability to influence leadership and cross-functional teams

Proven ability to analyze business challenges, develop strategic roadmaps and implement process improvements

Preferred

Two years' experience in vendor or program management

Graduate degree

Company

Vanguard

Glassdoor3.7

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

Founded in 1975

Kelayres, Pennsylvania, USA

10001+ employees

http://investor.vanguard.com/corporate-portal

Funding

Current Stage

Late Stage

Total Funding

unknown

Key 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

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Vanguard Managing Director Karin Risi to Retire

2025-03-15

Company data provided by crunchbase