Portfolio Governance & Workforce Strategy Lead

Vanguard•Malvern, PA

1d•Hybrid

About The Position

The Portfolio Governance & Workforce Strategy Lead supports organizational capacity planning, financial governance, portfolio prioritization, executive reporting, strategic planning, and operational effectiveness. The role aligns workforce capacity and resource allocation with current priorities, strategic objectives, and anticipated demand. It provides financial insights, portfolio analysis, performance reporting, and data-driven recommendations to help leaders make investment and operating decisions. The role partners with leadership on strategic planning and business priorities, coordinates planning and governance processes, and identifies improvements to increase efficiency, consistency, and organizational effectiveness. Vanguard uses a hybrid working model for the majority of its crew members, supporting flexibility alongside in-person learning, collaboration, and connection.

Requirements

Portfolio management experience or capability.
Financial budgeting experience or capability.
Resource planning experience or capability.
Experience using Power BI.
Experience using Excel, including advanced modeling.

Nice To Haves

Experience with Claude Code or another AI tool is a plus.
Undergraduate degree or equivalent combination of training and experience.
Graduate degree preferred.

Responsibilities

Lead workforce planning to align organizational capacity with priorities, strategic objectives, and anticipated future demand.
Analyze resource utilization, capacity constraints, and workforce trends to support hiring strategies, resource allocation, and long-term planning.
Support financial planning, including budget development, forecasting, variance analysis, and ongoing financial performance monitoring.
Provide financial insights and governance to support effective resource allocation, spending transparency, and alignment with business objectives.
Facilitate portfolio planning and prioritization, helping leaders evaluate initiatives, resource demands, risks, and business value.
Develop business cases, investment analyses, and data-driven recommendations for strategic investment and funding decisions.
Define and monitor executive reporting, performance metrics, dashboards, and KPIs that provide visibility into organizational health and strategic progress.
Synthesize operational, financial, and portfolio data into insights and executive-ready communications.
Partner with leadership on strategic planning, operational goal setting, and execution of business priorities.
Coordinate planning activities, governance processes, and operating rhythms to align strategy, financial objectives, and organizational execution.
Identify opportunities to improve planning, governance, reporting, and operational processes.
Drive continuous improvement initiatives to enhance organizational effectiveness, streamline decision-making, and support strategic objectives.