Owns development and implementation of strategic marketing plans for the RIA and BAI (Asset Manager, and Insurance) sales channels. Creates client marketing plans by translating business objectives into defined marketing goals, strategies, and tactics. Aligns client marketing activity with deep understanding of sales strategy and targeted market. Identifies marketing opportunities based on segmentation analysis and client insights to drive client engagement, retention, and new business… Show more Owns development and implementation of strategic marketing plans for the RIA and BAI (Asset Manager, and Insurance) sales channels. Creates client marketing plans by translating business objectives into defined marketing goals, strategies, and tactics. Aligns client marketing activity with deep understanding of sales strategy and targeted market. Identifies marketing opportunities based on segmentation analysis and client insights to drive client engagement, retention, and new business opportunities. Partners with the sales leadership teams to make strategic pivots as necessary, serving as a trusted advisor and internal expert to ensure the right solution is developed for various partners. Show less

Actively influences C-Suite decision making through the development of compelling narratives and presentations highlighting market, competitive, and consumer insights. Acts as the Engagement Manager on one/multiple projects and takes full accountability for leading consulting projects from start to finish. Maintains frequent interactions with a broad stakeholder network to ensure alignment on key project objectives and milestones. Builds and maintains highly effective and collaborative teams by… Show more Actively influences C-Suite decision making through the development of compelling narratives and presentations highlighting market, competitive, and consumer insights. Acts as the Engagement Manager on one/multiple projects and takes full accountability for leading consulting projects from start to finish. Maintains frequent interactions with a broad stakeholder network to ensure alignment on key project objectives and milestones. Builds and maintains highly effective and collaborative teams by emphasizing the team’s various experiences, styles, backgrounds, and perspectives to promote diversity of thought and a sense of belonging. Show less

Helping lead retail market competitive intelligence efforts for Vanguard's $2T+ retail business. Serves as a trusted partner to senior retail business leaders leveraging competitor intelligence, client insights, as well as primary and secondary research to develop compelling offer recommendations and insights driving Vanguard’s mission and vision.

Supports strategic analysis and recommendations to improve how the self-directed or advised offer is realized and differentiated in the marketplace. Identifies market, competitive, and consumer insights, supporting cross-functional projects and workstreams, helps create compelling narratives and presentations, and performs key activities to enable senior leadership decision making.

Works with the department’s senior leadership team to design and develop strategic business plans. Reports out on the division's progress and provides support and guidance to senior leaders to drive short and long term objectives. Leads and participates in key projects for the division. Uses project management best practices to develop timelines and manage delivery and/or execution of the project. Manages all senior leadership staff meetings/communication efforts. Creates and develops content… Show more Works with the department’s senior leadership team to design and develop strategic business plans. Reports out on the division's progress and provides support and guidance to senior leaders to drive short and long term objectives. Leads and participates in key projects for the division. Uses project management best practices to develop timelines and manage delivery and/or execution of the project. Manages all senior leadership staff meetings/communication efforts. Creates and develops content and agendas, and ensures engagements are run effectively and efficiently, tracking and following-up on action items. Show less

Develops and maintains key performance indicators, and ensures that results of multi-channel marketing activities are measured and reported on a regular basis. Leads business planning and prioritization. Prepares management reports, analyzes data, and uses data to monitor problems, measure success, and quantify productivity/efficiency. Provides guidance, training, and motivation as necessary to develop staff. Hires, evaluates, and counsels employees. Sets performance standards, reviews… Show more Develops and maintains key performance indicators, and ensures that results of multi-channel marketing activities are measured and reported on a regular basis. Leads business planning and prioritization. Prepares management reports, analyzes data, and uses data to monitor problems, measure success, and quantify productivity/efficiency. Provides guidance, training, and motivation as necessary to develop staff. Hires, evaluates, and counsels employees. Sets performance standards, reviews performance, provides feedback, and recommends wage increases. Show less

Daily responsibilities include managing staff and oversight of company stock, stable value, collective investment trust, and fund of funds products. Builds strategic relationships across sites and divisions; welcomes debate and is collaborative. Identifies and creates awareness around intraday, daily, and week ahead staffing opportunities by making recommendations for maximizing resource utilization for the purpose of achieving the desired service level outcome. Demonstrates functional… Show more Daily responsibilities include managing staff and oversight of company stock, stable value, collective investment trust, and fund of funds products. Builds strategic relationships across sites and divisions; welcomes debate and is collaborative. Identifies and creates awareness around intraday, daily, and week ahead staffing opportunities by making recommendations for maximizing resource utilization for the purpose of achieving the desired service level outcome. Demonstrates functional knowledge and expertise of all workforce management systems, so that they may determine more effective ways to utilize the tools, and where appropriate, adequately support the team. Show less

Served as a Senior Fund Financial Analyst on the Fund Administration team in the Investment Program Accounting Department. Responsible for the comprehensive analysis of income distributions, NAVs, and yields for all company stock, stable value, and target retirement funds. Also responsible for preparing relationship managers for the communication of portfolio information to large external clients. Lastly, strives for excellence with internal and external clients to communicate business… Show more Served as a Senior Fund Financial Analyst on the Fund Administration team in the Investment Program Accounting Department. Responsible for the comprehensive analysis of income distributions, NAVs, and yields for all company stock, stable value, and target retirement funds. Also responsible for preparing relationship managers for the communication of portfolio information to large external clients. Lastly, strives for excellence with internal and external clients to communicate business solutions and support of services offered in the full service and retail marketplace. Show less

Fund Financial Analyst on the Shareholder Activity Team. Duties included the review of processing, settlement, and reconciliation of all capital share activity for Vanguard’s 40 Act mutual funds. Responsible for the analysis and completion of distributions, monthly cash flow analysis, the paid in capital reconciliation, share reconciliation, as/of mitigation, NAV divergence, and distribution payable reconciliation on a daily basis.

Fund Financial Associate on the Shareholder Activity Team. Responsibilities included the completion of Cash and Share reconciliation, anti-divergence, and NAV validation on a daily basis. Was also involved in risk and control analysis of current functions leveraging failure mode and effects analysis (FEMA) tool set.

Prepared private client and institutional presentations, followed through with completion of RFPs. Aided in creation of a new marketing campaign for the practice. Lead a prospect acquisition initiative, identifying hundreds of potential high value clients.