Business Unit Strategy Analyst Specialist, Rate Strategy Execution

The Vanguard Group•Charlotte, NC

3d•Hybrid

About The Position

Vanguard’s Cash & Savings business is seeking a Business Unit Strategy Analyst Specialist to join its Rate Strategy team. The role owns end-to-end execution of rate changes across cash products, coordinating implementation, validation, controls, evidence, and downstream activities with partners across the organization. It helps ensure changes are accurate, timely, and consistent with established risk and control expectations, while supporting client outcomes, business performance, competitive positioning, and adherence to policies. The position also strengthens the Rate Strategy operating model by improving procedures and controls, identifying operational risks, simplifying workflows, and exploring automation and appropriately governed AI-enabled solutions. The successful candidate brings strong execution, a continuous-improvement mindset, sound judgment, and the ability to take ownership of complex operational work. Vanguard uses a hybrid working model for the majority of crew members, combining flexibility with in-person learning, collaboration, and connection. Vanguard is not offering visa sponsorship for this position.

Requirements

At least 3 years of experience in business operations, process management, risk and controls, product operations, vendor management, financial services, or a related field.
Undergraduate degree required.
Ability to own and execute complex operational processes with strong attention to detail and reliable follow-through.
Experience creating, maintaining, or improving procedures, process maps, workflows, checklists, or other operational documentation.
Experience identifying operational risks, supporting controls, maintaining evidence, and contributing to audit or control readiness.
Strong Excel skills and familiarity with macro-enabled workbooks and VBA, including understanding, testing, validating, and troubleshooting existing solutions.
Ability to coordinate work across multiple teams, manage dependencies, resolve issues, and drive work through completion.
Strong written and verbal communication skills, including communicating complex execution issues clearly and concisely.
Ability to work effectively through ambiguity, manage multiple priorities, and exercise sound judgment when process variations or exceptions arise.
Self-directed approach and strong interest in continuously improving how work is completed.

Nice To Haves

Experience in fintech, banking, or investment industries.
Graduate degree.
Experience with cash, deposit, banking, fintech, investment, or related financial products.
Experience supporting rate-change, cash-sweep, or comparable operational processes.
Experience with risk and control frameworks, Archer, SOX controls, internal audit, or control testing.
Experience with process mapping, process engineering, operational excellence, or procedure development.
Vendor or contract-management experience.
Experience with process automation tools, including Power Automate or similar solutions.
Experience applying AI-enabled tools to process improvement, documentation, quality assurance, or decision support with appropriate human oversight.
Familiarity with SharePoint, Microsoft Forms, PowerPoint, or evidence-management workflows.

Responsibilities

Execute approved rate changes from planning through implementation, validation, evidence collection, and post-change confirmation.
Coordinate cross-functional execution by clarifying ownership, managing dependencies, tracking completion, resolving issues, and driving stakeholder readiness.
Maintain procedures, checklists, process maps, control documentation, decision records, and supporting evidence to promote consistent execution and audit readiness.
Identify operational risks and support risk assessment, mitigation, control execution, issue escalation, and remediation activities.
Maintain and enhance end-to-end process documentation as business requirements, systems, and downstream processes evolve.
Identify and implement process improvements that reduce manual effort, strengthen consistency, improve accuracy, and increase scalability.
Support automation and AI-enabled solutions for process execution, documentation, quality assurance, and efficiency with appropriate oversight.
Support vendor-related activities, including business requirements, deliverables, contract and renewal tracking, spending, performance, and issue resolution.
Partner across product, operations, technology, finance, risk, compliance, marketing, controls, oversight, and other teams to drive successful execution.
Provide clear and concise updates on execution status, risks, controls, issues, key decisions, and process-improvement activities.