Leads departmental strategy development and execution to bring Financial Wellness products and services to our B2B clients
Job Summary
Leads departmental strategy development and execution to bring Financial Wellness products and services to our B2B clients.
Maintains an in-depth understanding of capital markets, asset management, and the Financial Services industry, as well as a deep awareness of competitors and the performance of Vanguard and non-Vanguard funds.
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.
Matching Summary
Leads departmental strategy development and execution to bring Financial Wellness products and services to our B2B clients.
Skills & Requirements
Must-have
Financial Wellness products and services
B2B client strategy
capital markets understanding
asset management knowledge
investment product analysis
regulatory supervision
Nice-to-have
develop crew performance
internal partnerships
external data systems
mission-driven culture
collaborative team
Key Requirements
Eight years' Financial Services experience
Supervisory experience required
Undergraduate degree or equivalent
Regulatory license and/or registration
Series 7, 63 and 65 or CFA or CFP equivalent preferred