Head of Retail Offer Intelligence

Head of Retail Offer Intelligence
Vanguard’s Retail Investor Group (RIG) gives millions of like-minded investors across the U.S. the best chance for financial well-being by offering a wide range of clear, compelling products, perspectives, and guidance that cut through the complexity of investing and by standing for what is right on behalf of our client-owners. We are seeking a highly accomplished, strategic, and influential leader to be the Head of Offer Intelligence for our retail division. As a senior leader in the Retail Offer Strategy department accountable to the Retail Investor Group leadership team, you’ll oversee a team of Offer Intelligence Analysts in driving strategic decisions on Vanguard’s posture and actions in the retail investor market by developing proactive, actionable insights and thought leadership on consumers, the industry, and the competitive landscape.

In this role, you will:

• Uncover consumer behavior, attitudes, and preferences within and beyond the financial services industry that will evolve our understanding of investor needs.
• Monitor and report on the retail market landscape and implications at the macro- and micro-levels, such as significant themes/trends, product and service evolutions, and competitor strategies and actions.
• Predict and develop perspectives on potential innovations and disruptions that will shape Vanguard’s business strategy over the next several years.
• Translate insights into strategic recommendations and artifacts for the retail division leadership team, Offer Management, Marketing Strategy, and Relationship Management and Sales teams.
• Build and manage the retail intelligence ecosystem and platform and ensure integration with the broader Vanguard intelligence and thought leadership communities.

Fulfilling Your Mission
This group shares in Vanguard’s mission to take a stand for all investors. You will support this mission by:

• Possessing a deep understanding of consumers, the retail financial services market, and competitor strategies.
• Exhibiting deep expertise in consumer, competitive and strategic analysis and non-traditional intelligence approaches.
• Attracting, developing, and engaging top-tier talent.
• Cultivating strategic and collaborative relationships across the retail division (e.g., Offer Management, Relationship Management and Sales, Marketing, Client Experience, etc.) and with key enterprise partners including Corporate Strategy, the Innovation Studio, the Center for Analytics and Insights, and the Center for Investor Research.
• Operating with a strong drive for results and bias for action and speed.

Are you up for the challenge?

What it takes:

• Undergraduate degree or equivalent combination of training and experience required. Master’s degree preferred.
• Minimum of eight years business experience, including significant experience in strategy consulting and financial analysis.
• Exceptional leadership, organizational and interpersonal skills.
• Excellent written and verbal communication skills, including strong presentation skills to senior management.
• Deep understanding of Vanguard’s primary business strategy in at least two of its five business segments.
• Excellent project management and prioritization skills.

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.