Business Unit Strategy, Senior Associate

Posted:
7/2/2026, 1:43:10 PM

Location(s):
Mexico City, Mexico

Experience Level(s):
Senior

Field(s):
Business & Strategy

Workplace Type:
Hybrid

Pay:
$128k–$200k/yr

We are seeking a highly motivated and detail-oriented Senior Associate to join the Offer Development team in Latin America, with a primary focus on strategic partnerships and offer development initiatives.

This role will support the design and execution of Vanguard’s partnership strategy across the region, working closely with cross-functional teams. The ideal candidate brings strong analytical and organizational skills, excellent communication capabilities, and a passion for financial services and long-term investing.

Core Responsibilities

  • Supports partnership and offer development initiatives by conducting targeted research and analysis on potential partners, competitive offerings, and market developments.
  • Develops materials for internal and partner engagement, including presentations, partnership updates, briefing documents, and summaries of strategic value and progress across key relationships.
  • Coordinates cross-functional execution across marketing, sales, legal/compliance, and finance teams, tracking progress and ensuring alignment across stakeholders.
  • Builds and maintains effective working relationships with internal stakeholders and supports ongoing engagement with external partners.
  • Supports identification and evaluation of potential partners, including conducting basic research and organizing findings to inform pipeline prioritization.
  • Contributes to project management and execution tracking, including maintaining dashboards, trackers, and timelines across key initiatives.
  • Participates in team and stakeholder meetings to support business strategy and partnership initiatives.
  • Contributes to broader Offer Development priorities, including thought leadership, investor education, and enterprise-level strategic projects, as needed.
  • Builds general knowledge of industry, market, and competitive trends to support the team’s work.
  • Participates in special projects and performs other duties as assigned. 

 

Qualifications

  • Undergraduate degree in Business, Economics, Finance, or a related field.
  • 1–2 years of relevant experience in strategy, partnerships, financial services, or related fields (internship or relevant academic project experience included).
  • Strong analytical and problem-solving skills, with ability to synthesize information into clear outputs.
  • Excellent written and verbal communication skills, with experience preparing materials (e.g., presentations, summaries, briefings).
  • Strong organizational skills and attention to detail, with the ability to manage multiple workstreams simultaneously.
  • Ability to work effectively across cross-functional and global teams.
  • Fully bilingual in English and Spanish (spoken and written).
  • Proficiency in Microsoft Office (PowerPoint, Excel, Word).
  • Interest in investments, retirement, and the financial services industry. 

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.