Senior Manager, Head of Strategy Development-Financial Advisor Services

The Vanguard Group•Malvern, PA

About The Position

At Vanguard, we are continually maturing our distribution ecosystem—and strategy development is a core driver of long-term distribution excellence. As the Senior Manager, Head of Strategy Development for our Financial Advisor Services (FAS) business, you will lead the design and evolution of our distribution strategies, ensuring Vanguard remains a trusted partner for advisors nationwide. This newly created role reports to the Head of Distribution Strategy & Planning and leads a team responsible for: Long-term distribution strategy planning and roadmap development Assessing the health of our distribution strategy given industry and competitive flows Connecting NPS/VOC insights to strategic health and performance metrics Evaluating the integration of human-led and digital-led distribution strategies Monitoring external trends , competitive intelligence , and advisor needs Supporting business planning and resource allocation With over $4 trillion in assets under management across our intermediary channel, Vanguard’s FAS division is already a market leader. This role is critical to ensuring we maintain and grow that position by anticipating industry shifts, aligning resources to strategic priorities, and driving innovation across advisor engagement models. What it Takes Shape the Future: Define and evolve Vanguard’s distribution strategy, ensuring alignment with advisor needs and market trends. Drive Alignment: Connect client feedback (NPS/VOC) to strategic health metrics, ensuring our strategy reflects advisor and investor expectations. Integrate and Connect: Bridge human-led and digital-led distribution strategies, leading to a seamless experience across channels and platforms. Stay Ahead: Monitor external trends, competitive intelligence, and emerging technologies to inform strategic decisions. Enable Growth: Support business planning and resource allocation to deliver strategic priorities effectively and efficiently. Summary We’re looking for a strategic leader who combines strategic vision with execution. You’ve led strategy development in asset management, wealth, or financial advisor services environments and understand the dynamics of the external market and distribution ecosystems. You know how to translate insights into strategy, create actionable plans, and influence across product, marketing, distribution, and operations.

Requirements

10+ years of progressive leadership in strategy development, distribution strategy, or business planning
Experience shaping strategies for advisor-facing distribution teams and digital engagement models
Demonstrated ability to connect insights (NPS/VOC, competitive intelligence) to strategic outcomes and business health
Deep understanding of distribution processes, advisor engagement, and digital transformation trends
Executive presence and change leadership capability, with a track record of influencing across product, marketing, and operations
A strong belief in clarity, collaboration, and building strategies that empower advisors and investors

Responsibilities

Long-term distribution strategy planning and roadmap development
Assessing the health of our distribution strategy given industry and competitive flows
Connecting NPS/VOC insights to strategic health and performance metrics
Evaluating the integration of human-led and digital-led distribution strategies
Monitoring external trends , competitive intelligence , and advisor needs
Supporting business planning and resource allocation
Define and evolve Vanguard’s distribution strategy, ensuring alignment with advisor needs and market trends.
Connect client feedback (NPS/VOC) to strategic health metrics, ensuring our strategy reflects advisor and investor expectations.
Bridge human-led and digital-led distribution strategies, leading to a seamless experience across channels and platforms.
Monitor external trends, competitive intelligence, and emerging technologies to inform strategic decisions.
Support business planning and resource allocation to deliver strategic priorities effectively and efficiently.