Works closely with the President and senior leadership in support of strategic leadership initiatives for the enterprise. Serves as a primary resource and point of contact for the President. Develops and coordinates executive materials and enterprise reports.
Core Responsibilities
1. Works with the IMG Leadership team to design and develop divisional OKRs and strategic business plans. Demonstrates initiative and creativity in refining strategy plans and goals for IMG. Helps drive strategic priorities, ensuring identified objectives and key results remain top of mind and embedded in prioritized initiatives and investment plans.
2. Responsible for designing and coordinating strategic offsites for the division’s senior leadership team. Creates and develops content and agendas, and coordinates across all participants. Contributes ideas and perspectives and actively challenges the team.
3. Authors and supports the design and development of regularly scheduled Board of Director reports. Works closely with the IMG Leadership Team to coordinate the timely delivery of materials. Responsible for final review and sign-off of Board of Directors’ and other materials before materials are sent to President.
4. Designs high level presentations, for use by the President in various internal and external speaking engagements. Works closely with data and provides distilled information in a user-friendly format. Develops presentations on a wide variety of topics as assigned by the President.
5. Works with relevant partners in the business (e.g., Financial Advisor Services) and Public Relations to map out client and PR engagement plans that prioritizes key clients / media outlets. Helps with prep materials for engagements (e.g., presentations, talking points)
6. Serves as central contact and works with key business partners including Human Resources, Finance, Communications, Portfolio Review Department, Legal to ensure IMG is proactively addressing any issues/concerns identified.
7. Coordinates amongst the sub-divisional Chiefs of Staff to ensure that the division is fully aligned on strategic priorities, with efficient cascade protocols in place.
8. Runs all senior leadership staff meetings and IMG Townhalls. Creates and develops content and agendas, and coordinates efforts. Ensures meetings are run effectively and efficiently, tracking and following-up on action items. Manages meeting formats, obtains feedback on the meeting experience, and modifies as needed in partnership with the President and senior leaders.
9. Leads and participates in key projects as assigned. Uses project management best practices to develop project plans, timelines, and manage delivery and/or execution of the project with relevant status updates as needed.
10. Completes ad-hoc data analysis per the President’s request. Also serves as a conduit for high-level IMG data to internal departments as well as other divisions.
11. This position is full-time in our Malvern office (Mon through Fri).
Qualifications
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Undergraduate degree required. MBA preferred.
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Minimum eight years related work experience.
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Demonstrated ability and success in the areas of leadership, strategic thinking, analytical skills, interpersonal and relationship skills.
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Strong project management and collaboration skills.
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Excellent written and verbal communication skills.
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Self-starter with strong ability to work quickly and independently with attention to detail and sensitivity to constantly changing deadlines.
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Excellent judgment and problem-solving skills.
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Ability to appropriately manage highly confidential, sensitive data.
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Proficiency in MS Office product suite including Excel, Word, PowerPoint.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
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. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Top Skills
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests.
Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind.
Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets.
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