Omnichannel Distribution Strategy Specialist
Vanguard, Charlotte, North Carolina, United States, 28245
The Business Project Senior Specialist is responsible for managing complex projects or multiple workstreams within broader programs, ensuring alignment with business objectives and market conditions. This role involves developing strategic project plans, mitigating risks and influencing key stakeholders to drive seamless execution.
This role directly supports the Sales Team efforts to drive growth and retention for Personal Investor. Core Responsibilities 1. Leads the omnichannel project management of human channel Sales distribution. This includes planning and coordinating with Senior Sales Leaders, Digital and Marketing Teams, Sales Enablement, and OGC partners to activate human channel strategies for prioritized Personal Investor products and services (e.g. Cash, Advice, 529s). 2. Leads and manages projects within the human channel as part of Personal Investor's New Client Early Tenure Program. Partners with Digital and Marketing partners to deliver a fully integrated Client and Crew experience. 3. Builds strong relationships with internal and external stakeholders, effectively communicating key project updates, resolving roadblocks and influencing decision-making. 4. Proactively identifies project risks, develop mitigation strategies and implement contingency plans to ensure minimal disruption to business operations. 5. Tracks key project metrics, prepare detailed reports and provide leadership with data-driven insights for informed decision-making. 6. Provides expert recommendations on critical business challenges, ensuring timely resolution of escalated project issues. 7. Leads organizational change management initiatives, training teams on new processes and ensuring seamless adoption of business strategies. Qualifications and Skills Minimum 8 years of relevant work experience, with 5 years of strong background in business project management, stakeholder engagement and process optimization. Bachelors degree (BBA / B.Com / BMS) or MBA (Project Management, Business Administration, or a related field). Experience navigating ambiguity and shifting priorities with resilience and adaptability. Excellent verbal and written communication skills, with the ability to influence and advise stakeholders at all levels, across multiple functions in digital, marketing, and human channels. Expertise in project management methodologies. Proven ability to analyze business challenges, develop strategic roadmaps and implement process improvements. High proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and project reporting tools for data-driven decision-making. Ability to manage multiple projects simultaneously, ensuring seamless execution and timely completion. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.
About Vanguard At Vanguard, we don't just have a missionwe'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.
This role directly supports the Sales Team efforts to drive growth and retention for Personal Investor. Core Responsibilities 1. Leads the omnichannel project management of human channel Sales distribution. This includes planning and coordinating with Senior Sales Leaders, Digital and Marketing Teams, Sales Enablement, and OGC partners to activate human channel strategies for prioritized Personal Investor products and services (e.g. Cash, Advice, 529s). 2. Leads and manages projects within the human channel as part of Personal Investor's New Client Early Tenure Program. Partners with Digital and Marketing partners to deliver a fully integrated Client and Crew experience. 3. Builds strong relationships with internal and external stakeholders, effectively communicating key project updates, resolving roadblocks and influencing decision-making. 4. Proactively identifies project risks, develop mitigation strategies and implement contingency plans to ensure minimal disruption to business operations. 5. Tracks key project metrics, prepare detailed reports and provide leadership with data-driven insights for informed decision-making. 6. Provides expert recommendations on critical business challenges, ensuring timely resolution of escalated project issues. 7. Leads organizational change management initiatives, training teams on new processes and ensuring seamless adoption of business strategies. Qualifications and Skills Minimum 8 years of relevant work experience, with 5 years of strong background in business project management, stakeholder engagement and process optimization. Bachelors degree (BBA / B.Com / BMS) or MBA (Project Management, Business Administration, or a related field). Experience navigating ambiguity and shifting priorities with resilience and adaptability. Excellent verbal and written communication skills, with the ability to influence and advise stakeholders at all levels, across multiple functions in digital, marketing, and human channels. Expertise in project management methodologies. Proven ability to analyze business challenges, develop strategic roadmaps and implement process improvements. High proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and project reporting tools for data-driven decision-making. Ability to manage multiple projects simultaneously, ensuring seamless execution and timely completion. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.
About Vanguard At Vanguard, we don't just have a missionwe'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.