Senior Offer Development Strategist, Financial Planning & Coaching
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Arizona, North Carolina, Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Act as a subject matter expert on financial planning topics
- Contribute to the development and enhancement of solutions
- Lead and coordinate cross-functional teams
- Own and maintain solution roadmaps and backlogs
- Measure and track solution usage and quality
- Support distribution partners in crafting campaigns
- Conduct primary research and analyze data
Requirements
- Deep expertise in financial planning topics
- Understanding of advisor needs and challenges
- Excellent relationship management skills
- Strong verbal and written communication skills
- Proficiency in managing multiple projects
- Strong business and organizational acumen
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship managementverbal communicationwritten communicationproject managementbusiness acumenorganizational acumen