Vanguard · 1 month ago
Financial Planning & Coaching Senior Offer Development Strategist
Malvern, PA
Full-time
Hybrid
Senior LevelVanguard is a company dedicated to the long-term financial wellbeing of its clients. The Financial Planning & Coaching Senior Offer Development Strategist will collaborate with cross-functional teams to develop and enhance solutions for financial advisors, focusing on content, digital tools, and specialist support.
FinanceFinancial Services
No H1B
Responsibilities
Act as a subject matter expert on financial planning topics and advisor needs to influence solution development and enhancement priorities
Contribute to the development and enhancement of solutions by 1) authoring and maintaining advisor and end-client content 2) specifying requirements for digital tools and 3) responding to relevant market and legislative events with resources for clients
Lead and coordinate cross-functional teams to deliver solutions, informed by client feedback, competitive analysis, and business goals. Business partners include those in FAS (Sales, Digital Product Management, Marketing, User Experience, Investment Advisory Research Center, Information Technology) and across the enterprise advice ecosystem
Own and maintain solution roadmaps and backlogs, including new solution development and enhancements. Provide prioritization recommendations
Measure and track solution usage and quality. Utilize data to track and communicate progress and prioritize solution enhancements
Support our distribution partners (Sales and Marketing) in crafting campaigns to bring these solutions to market
Lead competitive intelligence research efforts to understand sources of differentiation and opportunities for our solutions
Partner with the FAS User Experience Research Team to conduct primary research and analyze data to identify trends, advisor needs, and potential areas for innovation
Qualification
Required
Deep expertise in financial planning topics and an understanding of advisor needs and challenges in delivering financial planning solutions
Excellent relationship management skills to build effective cross-functional partnerships
Strong verbal and written communication skills for both internal and external audiences
Ability to develop innovative solutions that meet both business and client needs
Proficiency in managing multiple projects to ensure timely and successful delivery
Strong business and organizational acumen to optimize how we serve our clients and contribute to FAS's divisional goals
Comfort with operating independently and navigating complex, ambiguous environments
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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