Leads B2B business planning, client strategy pipelines, research, experimentation, and enablement initiatives. Synthesizes complex analyses into actionable recommendations and executive presentations. Provides subject matter expertise on B2B retirement trends, competitive intelligence, products, and services while managing feedback loops, strategic selling priorities, and special projects.
Responsibilities
- Lead internal B2B results. This is inclusive of business planning, client strategy pipelines, and creating a feedback loop. Independently define business problems by consulting with business partners. Develop and oversee approach for research and experimentation; implements into BAU processes.
- Synthesize analyses, key findings, and potential solutions into actionable recommendations. Prepare and deliver materials, including presentations, white papers, case studies, etc.
- Provide subject matter expertise in order to derive key insights from highly complex data. Verify the quality, accuracy, and reasonableness of the data. Organize and deliver data with actionable insight to the business.
- Stay abreast of industry, market, and business competitive trends. Lead efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommend new and enhanced capabilities and services.
- Participate in special projects and perform other duties as assigned.
Qualifications
- Minimum of eight years related work experience.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- Project management / organization.
- Strong understanding of B2B retirement landscape (sponsor and consultant).
- Strong cross-divisional interpersonal skills.
- Strategic selling and prioritization experience.
- Pipeline management experience.
- Executive influence and communication abilities.
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.
Vanguard Charlotte, North Carolina, USA Office
Two North Falls Plaza, Charlotte, NC, United States, 28217
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