Senior Strategist, Offer Strategy and Planning

About the role

As a Senior Strategist on the Participant Financial Success – Offer Strategy and Planning team, you will develop the future capabilities that participants in Vanguard retirement plans will experience. You will collaborate across Workplace Solutions and Personal Wealth, partnering with business, product, digital, operations, and client-facing teams to deliver exceptional value to participants, plan sponsors, consultants, and advisors. This role is pivotal to the enterprise-wide Crossover Rollover initiative, shaping strategies that define the next generation of client engagement and success.

Responsibilities

• Market, Competitive & Customer Insights: Analyze workplace retirement and defined contribution marketplace 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.
• 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: Vanguard is not offering visa sponsorship for this position.