Senior Manager Participant Financial Success B2B Activation

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role.

Participant Financial Success is a newly established subdivision in VWS (mid 2025), intentionally designed to bridge the investor experience from retirement to retail investor products & services. The goal is to help see Vanguard as more than a retirement provider -- the goal is to view Vanguard as a financial wellness provider for life. Leads a team of investment analysts providing investment support to clients in line with the business strategy.

Senior Manager Participant Financial Success B2B Activation

Participant Financial Success is a newly established subdivision within Vanguard Workplace Solutions (launched in mid‑2025), created to bridge the participant journey from retirement solutions to retail investor products and services. The organization is focused on positioning Vanguard as a lifelong financial wellness partner—not solely a retirement provider. This role leads a team of investment analysts delivering investment support to clients in alignment with business strategy.

Core Responsibilities

• Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
• Leads departmental strategy development and execution to bring Financial Wellness products and services to our B2B clients. Broadens the scope of service offerings, improves operational processes, and markets service offerings internally to support client prospecting activities.
• Initiates and oversees projects involving highly complex analyses of investment products and services to enhance Vanguard's position as an investment leader.
• 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. Contributes subject matter expertise to Vanguard's external publications.
• Oversees internal partnerships and the use of external data systems or tools to support the department's analytical capabilities.
• Conducts regulatory supervision of both the registered and associated crew on their respective team and the functions these direct reports support and/or execute.
• Participates in special projects and performs other duties as assigned.
  
  

Qualifications

• Eight years' experience in the Financial Services industry or client services preferred.
• Supervisory experience required.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
• Series 7, 63 and 65 or CFA or CFP equivalent preferred.
  
  

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.