Business Unit Strategy, Senior Associate

We are seeking a highly motivated and detail-oriented Senior Associate to join the Offer Development team in Latin America, with a primary focus on strategic partnerships and offer development initiatives.

This role will support the design and execution of Vanguard’s partnership strategy across the region, working closely with cross-functional teams. The ideal candidate brings strong analytical and organizational skills, excellent communication capabilities, and a passion for financial services and long-term investing.

Core Responsibilities

• Supports partnership and offer development initiatives by conducting targeted research and analysis on potential partners, competitive offerings, and market developments.
• Develops materials for internal and partner engagement, including presentations, partnership updates, briefing documents, and summaries of strategic value and progress across key relationships.
• Coordinates cross-functional execution across marketing, sales, legal/compliance, and finance teams, tracking progress and ensuring alignment across stakeholders.
• Builds and maintains effective working relationships with internal stakeholders and supports ongoing engagement with external partners.
• Supports identification and evaluation of potential partners, including conducting basic research and organizing findings to inform pipeline prioritization.
• Contributes to project management and execution tracking, including maintaining dashboards, trackers, and timelines across key initiatives.
• Participates in team and stakeholder meetings to support business strategy and partnership initiatives.
• Contributes to broader Offer Development priorities, including thought leadership, investor education, and enterprise-level strategic projects, as needed.
• Builds general knowledge of industry, market, and competitive trends to support the team’s work.
• Participates in special projects and performs other duties as assigned. 

 

Qualifications

• Undergraduate degree in Business, Economics, Finance, or a related field.
• 1–2 years of relevant experience in strategy, partnerships, financial services, or related fields (internship or relevant academic project experience included).
• Strong analytical and problem-solving skills, with ability to synthesize information into clear outputs.
• Excellent written and verbal communication skills, with experience preparing materials (e.g., presentations, summaries, briefings).
• Strong organizational skills and attention to detail, with the ability to manage multiple workstreams simultaneously.
• Ability to work effectively across cross-functional and global teams.
• Fully bilingual in English and Spanish (spoken and written).
• Proficiency in Microsoft Office (PowerPoint, Excel, Word).
• Interest in investments, retirement, and the financial services industry. 

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.