Strategic Planning & Execution Lead – Advice and Wealth Management

Join the team launching Vanguards Advice and Wealth Management (AWM) Division. This role provides a unique opportunity to be at the center of helping AWM reach its long-term strategic ambitions and provides a blend of strategic thinking strategic planning execution and analytical responsibilities.

Strategic priorities:

• Planning Coordination: Supports the coordination across planning functions for AWM inclusive of business planning long-term plan and other planning needs.
• Executive reporting: Supports production and distribution of key reporting systems (e.g. management reporting dashboard OKR updates quarterly business reviews fiscal/long-term planning) and reporting communication to AWM LT
• Relationship management: Serve as the liaison between the business leaders and shared service partners with regards to strategic planning programs and initiatives
• Business health issues: Conducts data analysis (in alignment with business and strategy teams) to identify trends opportunities and potential risks escalating findings to senior leadership

Responsibilities:

• Supports programs or manages major workstreams of a broader strategic planning program. Ensures that the scope of the program aligns with business priorities and that business value is properly measured for prioritization.
• Develops and maintains broad knowledge and awareness of AWM business.
• Communicates well with stakeholders leaders team members management and department partners to ensure that requirements and priorities are understood.
• Monitors project progress and results and submits regular status reports to management and internal and external stakeholders.
• Builds and maintains relationships across program stakeholders and proactively fosters effective communication between internal and external parties. Drives key decisions to ensure alignment with overarching goals across stakeholders.
• Ensures all steps are taken to mitigate risk and maintains control compliance audit and legal requirements.
• Participates in special projects and performs other duties as assigned.

Qualifications:

• Minimum of six years related business experience. Financial Services and function-specific experience required. Minimum of four years project management experience
• Undergraduate degree or equivalent combination of training and experience required

Special Factors

Sponsorship

About Vanguard

At Vanguard we dont just have a missionwere 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.