Senior Engagement Strategist Join Financial Advisor Services Integration Operating System team as a Senior Engagement Strategist. Integration OS is focused on delivering a connected advisor experience across human and digital channels, helping advisors feel like they
Corporate Strategy is a critical enterprise-wide function that helps shape Vanguard’s strategic agenda and develops future leaders of the firm. The team partners with senior leaders to solve complex, ambiguous, and future-focused business challenges, bringing objective
About Vanguard Workplace Solutions Vanguard Workplace Solutions (VWS) supports millions of workers in achieving investment success through employer-sponsored retirement plans. As the leading retirement asset manager in the United States, VWS oversees 23% of defined contribution
Responsibilities: Coaches frontline advisors, consultants and service reps to deepen their knowledge of retirement plans and financial well-being solutions, generate referral-based leads while building confidence and expertise in participant-facing conversations. Develops and delivers coaching focused on