Senior Director of Strategy, Personal Investor

About Vanguard Personal Investor 

Vanguard is the only company built for investors, fueled by a distinct core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. As Vanguard’s direct-to-client business, Personal Investor plays a unique and vital role in this mission. When investors come to us directly, they are choosing much more than our products—they are choosing purpose-driven crew, a disciplined client offer, and an experience built to make each client a better investor. We support clients through every step of their financial journey—from first-time investors and education savers to those preparing for and living in retirement. 

The Opportunity 

As Senior Director of Strategy for Personal Investor, you will be a key leader in shaping and driving the competitive business strategy for Vanguard’s retail-focused business. As one of the largest direct providers in the industry, we serve ~8 million individual clients. Reporting to the Head of Strategy and Client Management, you will lead high-impact strategic initiatives that influence the future direction of the business and help deliver on our mission to improve investor outcomes. Note: This role will report to Janelle McDonald, Head of Strategy and Client Management.

Core Responsibilities 

• Lead the development and execution of business strategy for Personal Investor, in close partnership with senior leaders across the division and enterprise. 

• Ensure our offer remains healthy, vibrant, and relevant to our target clients by conducting offer health assessments and recommending where to invest in new offer development. 

• Lead and mentor a team of strategy professionals, providing direction on strategic priorities, frameworks, and deliverables. 

• Drive strategic planning processes, including market and competitive assessments, opportunity sizing, and scenario planning. 

• Translate complex strategic questions into clear, actionable insights through meticulous analysis and synthesis. 

• Prepare and present strategic recommendations to senior leadership, including storylines, presentations, and white papers. 

• Collaborate with cross-functional teams to ensure alignment and execution of strategic initiatives. 

• Stay abreast of industry trends, client needs, and competitive dynamics to inform strategic decision-making. 

• Contribute to the evolution of the strategy function by enhancing tools, frameworks, and ways of working. 

Qualifications 

• Undergraduate degree required; MBA or advanced degree strongly preferred. 

• Minimum of eight years of experience in corporate strategy, management consulting, or business strategy roles—preferably in premier management consulting firms and/or within financial services or a client-centric organization. 

• Proven ability to lead complex strategic engagements with a high degree of autonomy. 

• Proven experience leading and developing high-performing teams. 

• Exceptional interpersonal and stakeholder management skills; ability to influence and build credibility with senior leaders. 

• Strong written and verbal communication skills, including the ability to distill complex ideas into compelling narratives. 

• Excellent project management and prioritization skills in a fast-paced environment. 

 

Personal Investor Head of Divisional Strategy Information Sessions

Friday, July 11th from 12-12:30PM ET and Tuesday, July 15th from 4-4:30PM ET

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Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.