Omnichannel Distribution Strategy Specialist jobs in United States
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Vanguard · 3 hours ago

Omnichannel Distribution Strategy Specialist

positionCharlotte, NC
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
date8+ years exp

Vanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking an Omnichannel Distribution Strategy Specialist to lead project management efforts for Sales distribution, build relationships with stakeholders, and ensure effective communication and decision-making.

FinanceFinancial Services
badNo H1Bnote

Responsibilities

Leads the omnichannel project management of human channel Sales distribution. This includes planning and coordinating with Senior Sales Leaders, Digital and Marketing Teams, Sales Enablement, and OGC partners to activate human channel strategies for prioritized Personal Investor products and services (e.g. Cash, Advice, 529s)
Leads and manages projects within the human channel as part of Personal Investor's New Client Early Tenure Program. Partners with Digital and Marketing partners to deliver a fully integrated Client and Crew experience
Builds strong relationships with internal and external stakeholders, effectively communicating key project updates, resolving roadblocks and influencing decision-making
Proactively identifies project risks, develop mitigation strategies and implement contingency plans to ensure minimal disruption to business operations
Tracks key project metrics, prepare detailed reports and provide leadership with data-driven insights for informed decision-making
Provides expert recommendations on critical business challenges, ensuring timely resolution of escalated project issues
Leads organizational change management initiatives, training teams on new processes and ensuring seamless adoption of business strategies

Qualification

Stakeholder engagementProcess optimizationProject managementMicrosoft Office SuiteBusiness analysisCommunication skillsChange managementAdaptability

Required

Minimum 8 years of relevant work experience, with 5 years of strong background in business project management, stakeholder engagement and process optimization
Bachelor's degree (BBA / B.Com / BMS) or MBA (Project Management, Business Administration, or a related field)
Experience navigating ambiguity and shifting priorities with resilience and adaptability
Excellent verbal and written communication skills, with the ability to influence and advise stakeholders at all levels, across multiple functions in digital, marketing, and human channels
Expertise in project management methodologies
Proven ability to analyze business challenges, develop strategic roadmaps and implement process improvements
High proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and project reporting tools for data-driven decision-making
Ability to manage multiple projects simultaneously, ensuring seamless execution and timely completion

Company

Vanguard

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Glassdoor3.7
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Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
dateFounded in 1975
location
Kelayres, Pennsylvania, USA
people-size10001+ employees
web-link
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

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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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Recent News

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2026-01-20
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2025-09-05
citybiz
Vanguard Managing Director Karin Risi to Retire
2025-03-15
Company data provided by crunchbase