Senior Strategist, Finance

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. Senior Engagement Strategist Join Financial Advisor Services Integration Operating System team as a Senior Engagement Strategist. Integration OS is focused on delivering a connected advisor experience across human and digital channels, helping advisors feel like they are engaging with one Vanguard that understands their needs and can guide them to the right next action. In this role, you will partner closely with a Client Journey Owner and a cross-functional Client Journey Management team to translate business priorities, advisor needs, sales signals, product opportunities, and performance insights into clear, actionable experience strategies. You will define the audience strategy, experience positioning, journey map, learning agenda, and optimization plan for always-on, integrated journeys that engage financial advisors, deepen relationships, and accelerate business outcomes. The Senior Engagement Strategist plays a critical role in connecting digital and human engagement, applying client intelligence and behavioral signals, shaping always-on journey orchestration, and continuously optimizing experiences based on performance, experimentation, and business impact. As a member of the Engagement Strategy team, you will help raise the bar on advisor experience by ensuring every journey is grounded in a clear advisor need, aligned to business outcomes, connected across touchpoints, and designed to learn and improve over time. Define experience strategies and audience criteria for integrated advisor journeys aligned to business priorities, advisor needs, and IOS outcomes. Partner with Digital Marketing Managers to translate strategy into trigger-based, always-on digital journeys using marketing automation and personalization capabilities. Apply client intelligence, behavioral signals, segmentation, sales context, and performance data to improve targeting, sequencing, messaging, and journey orchestration across digital and human channels (web, email, sales, CRM, etc.). Partner with analysts to define KPIs, monitor OKR progress, interpret journey performance, and recommend optimizations. Lead or support experimentation plans that validate hypotheses, improve journey effectiveness, and build reusable learnings across IOS. Coordinate with content strategists, product/PMM, sales, technology, and other partners to ensure experiences are accurate, relevant, compliant, and aligned to advisor needs. Communicate recommendations, risks, insights, and optimization plans to stakeholders and senior leaders. Help improve the IOS operating model by identifying opportunities to simplify workflows, clarify decision rights, improve prioritization, and scale high-performing journey patterns. Ability to understand and communicate customer needs and business strategies. What is takes Undergraduate degree or equivalent combination of training and experience. Two years in digital marketing, user experience, or client experience. Experience working in the Financial Services sector or equivalent B2B experience. To work for the long-term financial wellbeing of our clients. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.