Senior Strategist, Offer Strategy and Planning

Vanguard Workplace Solutions (VWS) plays a critical role in helping workplace participants achieve better financial outcomes through a suite of differentiated offers and services. As a Senior Strategist on the Participant Financial Success - Offer Strategy and Planning team, you will play a key role in developing the future capabilities that a participant within a Vanguard retirement plan will experience. In this high-visibility role, you'll collaborate across Workplace Solutions and Personal Wealth, partnering with teams to deliver exceptional value to the participants, sponsors and consultants whom we serve. This role plays a pivotal part in the Crossover Rollover initiative—an enterprise-wide priority—by shaping strategies that will define the next generation of client engagement and success at Vanguard.

Vanguard Workplace Solutions (VWS) plays a critical role in helping workplace retirement plan participants achieve better financial outcomes through a suite of differentiated retirement, advice, and engagement solutions. As a Senior Strategist on the Participant Financial Success - Offer Strategy and Planning team, you will play a key role in shaping the future capabilities, products, and experiences delivered to participants within employer-sponsored retirement plans, including defined contribution plans such as 401(k), 403(b), and other workplace savings programs.

In this highly visible role, you will leverage deep knowledge of the retirement industry, participant behaviors, rollover strategies, and workplace plan ecosystems to develop innovative solutions that improve participant outcomes and drive business growth. You will collaborate across Workplace Solutions and Personal Wealth divisions, partnering with business, product, digital, operations, and client-facing teams to deliver exceptional value to participants, plan sponsors, consultants, and advisors. This role plays a pivotal part in an enterprise-wide priorities focused on helping participants successfully transition assets and relationships throughout their financial journey.

Market, Competitive & Customer Insights

Develop a deep understanding of the workplace retirement and defined contribution marketplace by analyzing industry trends, regulatory developments, participant behaviors, rollover activity, recordkeeper capabilities, and competitive offerings. Synthesize insights from plan sponsors, participants, consultants, advisors, and industry research to identify unmet needs and strategic growth opportunities.

Offer Definition & Design

Define and evolve end-to-end participant offers within employer-sponsored retirement plans, including retirement readiness, rollover, engagement, advice, and wealth accumulation solutions. Identify gaps in Vanguard's current workplace offering and develop recommendations informed by retirement industry best practices and participant needs.

Strategic & Offer Analysis

Apply deep retirement industry expertise to evaluate business opportunities, participant engagement strategies, rollover conversion opportunities, and offer performance. Translate complex market, participant, and business insights into actionable recommendations that drive growth, improve participant outcomes, and strengthen Vanguard's competitive position.

Qualifications

• Minimum of eight years of related work experience.
• Significant experience within the retirement, workplace savings, wealth management, financial services, or defined contribution industry required.
• Demonstrated expertise in employer-sponsored retirement plans, including 401(k), 403(b), rollover, participant engagement, retirement readiness, or related workplace solutions.
• Experience developing business strategies, products, offers, client experiences, or capabilities within the retirement, benefits, recordkeeping, or wealth management space.
• Strong understanding of retirement industry trends, participant behavior, competitive dynamics, and the regulatory environment impacting workplace retirement plans.
• Proven ability to influence cross-functional stakeholders and lead strategic initiatives from concept through implementation.
• Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.

Preferred Qualifications

• Experience working with retirement plan recordkeepers, investment providers, retirement consultants, plan sponsors, or advisory firms.
• Deep knowledge of participant rollover journeys, retirement income strategies, and workplace-to-personal wealth transitions.
• Experience leveraging participant, sponsor, and market data to develop retirement-focused growth strategies and client solutions.

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.