Senior Manager, Head of Strategy Development-Financial Advisor Services jobs in United States
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Vanguard ยท 2 months ago

Senior Manager, Head of Strategy Development-Financial Advisor Services

Vanguard is a leading investment management company focused on the long-term financial wellbeing of its clients. The Senior Manager, Head of Strategy Development for Financial Advisor Services will lead the design and evolution of distribution strategies, ensuring Vanguard remains a trusted partner for advisors nationwide while supporting business planning and resource allocation.

FinanceFinancial Services
badNo H1Bnote

Responsibilities

Long-term distribution strategy planning and roadmap development
Assessing the health of our distribution strategy given industry and competitive flows
Connecting NPS/VOC insights to strategic health and performance metrics
Evaluating the integration of human-led and digital-led distribution strategies
Monitoring external trends, competitive intelligence, and advisor needs
Supporting business planning and resource allocation

Qualification

Strategy developmentDistribution strategyBusiness planningDigital engagement modelsCompetitive intelligenceExecutive presenceChange leadershipCollaboration

Required

10+ years of progressive leadership in strategy development, distribution strategy, or business planning
Experience shaping strategies for advisor-facing distribution teams and digital engagement models
Demonstrated ability to connect insights (NPS/VOC, competitive intelligence) to strategic outcomes and business health
Deep understanding of distribution processes, advisor engagement, and digital transformation trends
Executive presence and change leadership capability, with a track record of influencing across product, marketing, and operations
A strong belief in clarity, collaboration, and building strategies that empower advisors and investors

Company

Vanguard

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

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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Company data provided by crunchbase