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Sales Process Owner

Company:
Vanguard
Location:
Malvern, PA
Posted:
May 23, 2025
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Description:

We are currently seeking a Business Unit Strategy Analyst who is eager to help us continue to revolutionize the industry. This role will be responsible for owning the Book Management process for the FAS business. Book Management is a critical component of an effective distribution process, and crew will have a unique opportunity to shape this body of work as we develop and institutionalize this body of work.

We are seeking someone with…

Strong interest in the intersection of Sales, Marketing, Technology, and Data

Drive and positive attitude, with a desire to learn and grow

Excellent communication skills and comfortability engaging with senior leaders, business partners, and Sales crew

Strong ability to collaborate in a highly cross-functional environment and manage multiple initiatives simultaneously

Curiosity and willingness to learn the FAS distribution ecosystem and business model

Ability to strategically develop new initiatives and institutionalize the sales process

Demonstrated use of good judgment and thoughtful decision making

Ability to navigate ambiguity and deliver on commitments in a fast-paced environment

Responsibilities:

Develops and leads complex intermediary business strategic, competitive, and product analyses. Consults independently to define the business problem, issues, and planned approach for research and analyses. Leads work planning and business problem diagnosis, coaching less experienced business strategy analysts in best practices and building business acumen.

Synthesizes analyses, key findings, and potential solutions into actionable recommendations. Works with senior managers in the business to prepare and deliver materials, including presentations, white papers, case studies, etc.

Interprets and analyzes highly complex data using business acumen in order to derive key insights. Verifies the quality, accuracy, and reasonableness of the data. Displays, organizes, and crafts data into a compelling storyline with actionable insight for the business.

Stays abreast of industry, market, and business competitive trends. Supports efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommends new and enhanced capabilities and services.

Participates in special projects and performs other duties as assigned.

Specializations that will make a strong impact:

Prior experience working in a B2B or intermediary distribution environment.

Familiarity with Vanguard's investment product offer and services.

Leading or supporting cross-functional programs.

Qualifications:

Minimum of five years related work experience.

Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Special Factors

SponsorshipVanguard 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.

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