B2B Enablement Senior Strategist

Vanguard•Malvern, PA

1d•Hybrid

About The Position

Lead internal B2B experimentation to drive Crossover / Rollover EOP results. This is inclusive of business planning, client strategy pipelines, and creating a feedback loop. Independently define business problems by consulting with business partners. Develop and oversee approach for research and experimentation; implements into BAU processes. Synthesize analyses, key findings, and potential solutions into actionable recommendations. Prepare and deliver materials, including presentations, white papers, case studies, etc. Serve as a subject matter expert and advocate for Financial Wellness offers, both internally (business partners) and externally (Plan Sponsors, Consultants). Connect insights, experimentation, and partner feedback to improve our products, services, and value story. Stay abreast of industry, market, and business competitive trends. Lead efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommend new and enhanced capabilities and services. Participate in special projects and perform other duties as assigned.

Requirements

Minimum of eight years related work experience.
Undergraduate degree or equivalent combination of training and experience.
Project management / organization.
Strong understanding of B2B retirement landscape (sponsor and consultant).
Strong cross-divisional interpersonal skills.
Strategic selling and prioritization experience.
Pipeline management experience.
Executive influence and communication abilities.

Nice To Haves

Graduate degree preferred.

Responsibilities

Lead internal B2B experimentation to drive Crossover / Rollover EOP results, including business planning, client strategy pipelines, and creating a feedback loop.
Independently define business problems by consulting with business partners.
Develop and oversee approach for research and experimentation; implements into BAU processes.
Synthesize analyses, key findings, and potential solutions into actionable recommendations.
Prepare and deliver materials, including presentations, white papers, case studies, etc.
Serve as a subject matter expert and advocate for Financial Wellness offers, both internally and externally.
Connect insights, experimentation, and partner feedback to improve products, services, and value story.
Stay abreast of industry, market, and business competitive trends.
Lead efforts to keep the senior management team informed of key industry, competitive, and product trends.
Recommend new and enhanced capabilities and services.
Participate in special projects and perform other duties as assigned.