Digital & Analytics Strategic Planning Lead

Overview We’re looking for a strategic leader to help bring clarity, coherence, and execution discipline across the Financial Advisor Services (FAS) Digital & Analytics portfolio. This role is designed for someone who thrives in complexity — someone who can connect strategy to delivery, bring structure to ambiguity, and elevate how we plan, prioritize, and communicate across a large, interconnected ecosystem. The Portfolio Strategy Lead serves as a critical connector between strategy, people, process, and execution. Acting as a trusted thought partner to senior leaders, this role helps ensure we are focused on the right problems, making deliberate portfolio choices, and operating in a way that allows teams to deliver on our commitments. This is a high-impact role for a leader who is comfortable operating in the gray, asking hard questions, and raising the bar on strategic clarity and quality. Responsibilities Strategic Leadership Alignment: Partner closely with senior leaders to shape strategic direction, surface trade-offs, and maintain alignment on priorities and outcomes. Develop clear, executive-ready materials that articulate where we are, what’s changing, and what actions or decisions are needed. Portfolio Strategy & Governance: Maintain a cohesive, outcome-driven portfolio strategy — moving beyond disconnected roadmaps to a deliberate set of choices aligned to business and client outcomes. Assess portfolio health with an objective lens, identifying capacity constraints, gaps, duplication, dependencies, and misalignment with strategic intent. Cross-Functional Communication & Alignment: Ensure teams understand the “why,” not just the “what,” behind priorities and decisions. Drive consistency in how strategy, progress, and value are communicated across stakeholders. Synthesize complexity into a clear narrative, elevate risks and issues early, and enable leaders to make informed decisions quickly. What Good Looks Like: Portfolio decisions are clearer, more intentional, and tightly connected to strategic outcomes. Teams spend less time seeking clarity and more time delivering meaningful value. Cross-functional friction is reduced; readiness improves; decision-making becomes faster and more disciplined for our most critical work. We see measurable improvements in advisor experience, client outcomes, and value delivery — because our collective effort is focused on the work that matters most. Qualifications Minimum of eight years of related business experience; financial services and function-specific experience required. At least four years of project or program management experience. Undergraduate degree or equivalent combination of education and experience required; graduate degree preferred. Strong background in product, strategy, or operations within complex, regulated environments. Ability to operate fluidly between portfolio-level strategy and execution-level detail. Exceptional communicator who can simplify complexity and influence across functions. Comfortable navigating ambiguity, asking direct questions, and pushing for alignment. Experience in digital product management and the Sales and/or Advisor experience is a plus. Special Factors Sponsorship: Vanguard is not offering visa sponsorship for this position. #J-18808-Ljbffr Vanguard