The Target Service Offer (TSO) program was launched a few years ago to bring together a cross-functional team to drive client behaviors aligned to our digital-led service aspirations. Since 2022 the TSO program has driven nearly 4 million positive behavior adoptions inclusive of web registration, e-delivery, bank on file and transitions to our Vanguard Brokerage platform. This role will serve as the senior program manager for the TSO program to deliver on the vision to drive more behavior adoptions in the areas above, as well as to mobilize the cross-functional team to develop and complete plans to drive new behaviors such as mobile adoption, use of more secure authentication methods and beneficiary elections. The ideal candidate will possess:

•    Sr level collaborator management and relationship building, including the ability to persuade and influence.
•    Exceptional communication skills, both written and verbal, with the ability to convey information clearly and tailor style to various collaborators: team members, senior managers, clients, and key business partners.
•    Experience thinking strategically, using data analytics and consultation skills to build long term plans that align with business goals.
•    Understands established goals and models’ behaviors to drive business outcomes.

Responsibilities

1. Manages programs or major workstreams of a broader program. Ensures that the scope of the program aligns with business priorities and that business value is properly measured for prioritization.

2. Develops and maintains broad knowledge and awareness of Financial Services industry forces, competition, and trends to act as a trusted advisor throughout the project lifecycle. Monitors financial, legal, and other regulatory environments to ensure projects are aligned with the overall company strategy and market conditions.

3. Communicates with collaborators, leaders, team members, management, and department partners to ensure that requirements and priorities are understood. Monitors project progress and results and submits regular status reports to management and internal and external collaborators. Ensures the development and execution of business change management and communication plans.

4. Builds and maintains relationships across program collaborators and proactively fosters effective communication between internal and external parties. Drives key decisions to ensure alignment with overarching goals across collaborators.

5. Ensures all steps are taken to mitigate risk and maintains control, compliance, audit, and legal requirements. Maintains an appropriate level of technical and business knowledge to support program implementation.

6. Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of eight years related business experience. Financial Services and function-specific experience required. Minimum of four years project management experience.
• Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.