Full-Time

Chief of Staff

Posted on 12/17/2024

Vanguard

Vanguard

10,001+ employees

Client-owned investment management firm offering low-cost funds

Fintech
Financial Services

Mid, Senior

No H1B Sponsorship

Malvern, PA, USA

Hybrid working model requires in-office presence.

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Data Analysis
Requirements
  • Minimum of three years related work experience.
  • Undergraduate degree or equivalent combination of training and experience.
Responsibilities
  • Orchestrate business planning for both the FAS and Marketing sides of FAS Marketing. Keep the team on track with timelines, expectations, deliverables, and deadlines, ensuring seamless coordination between FAS and Marketing.
  • Own the FAS Marketing OKR dashboard reporting process. Collaborate with senior leaders and data teams to craft compelling narratives that showcase our progress against goals, both internally and across the enterprise.
  • Manage the FAS Marketing budget and headcount plan. Work closely with divisional Finance stakeholders to identify key risks/opportunities, and present findings and recommendations to the FASM leadership team at critical moments throughout the year.
  • Act as the project manager for the FAS Marketing Leadership Team. Own the agenda for three weekly staff meetings, clearly defining success and timelines. Use strategic thinking to work backwards from success, identifying key milestones, dependencies, and accountable owners.
  • Engage with critical business partners in both FAS and Marketing. Coordinate with two distinct Chief of Staff networks to tackle initiatives at multiple levels and execute solutions with routine exposure to MD-1 & 2 Leadership Teams. Ensure the FAS CMO is prioritizing capacity through calendar management and diligent preparation for meetings and presentations.
  • Manage weekly FAS Marketing Leadership Team communication to Crew, ensuring we cover the timeliest topics in an authentic and inclusive manner. Serve as the primary communication point of contact for Marketing, FAS, and Enterprise initiatives, including Partnership, Marketing Summit, and Community 365 Campaign.
  • Project manage cross divisional, high stakes special initiatives such as division-wide DEI and AI strategies. Serve as connection point to the Marketing Chief of Staff network to ensure transparency across the business lines.
  • Organize FAS Marketing leadership Offsites, Townhalls, Extended Leadership Team meetings, and Lunch & Learns. Implement creative ways to add value and increase engagement, both virtually and in-person.
  • Sponsor the FAS Fun Committee, which is charged with managing a budget to implement initiatives that directly impact team health, crew morale, and department engagement.

Vanguard provides financial services with a focus on investment management. It offers a variety of products such as mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, catering to individual investors, financial advisors, and institutional clients. The company operates under a unique ownership structure where it is owned by its funds, which are in turn owned by the clients, ensuring that its primary goal is to serve its investors rather than external shareholders. Vanguard is known for its low-cost investment options, charging management fees that are generally lower than industry averages, which reflects its commitment to cost efficiency and investor value. Additionally, Vanguard provides personalized investment advisory services, with fees based on the assets managed. The company aims to help clients grow their wealth and achieve their financial goals through prudent investment strategies.

Company Stage

Private

Total Funding

N/A

Headquarters

Kline Township, Pennsylvania

Founded

1975

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG funds presents an opportunity for Vanguard to expand its offerings.
  • The rise of personalized financial services allows Vanguard to enhance advisory services with AI.
  • Fractional shares' popularity could increase demand for Vanguard's low-cost investment products.

What critics are saying

  • AI-driven platforms like Writer may challenge Vanguard's traditional investment advisory services.
  • Integration of estate-planning tools with financial platforms may attract clients away from Vanguard.
  • Sector-specific risks arise from Vanguard's recent acquisitions in companies like Steelcase and Wix.com.

What makes Vanguard unique

  • Vanguard's client-owned structure aligns its interests with those of its investors.
  • The firm offers low-cost investment products, outperforming many peers over a 10-year period.
  • Vanguard's expansion into active bond ETFs showcases its adaptability in fixed income markets.

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Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off