Investment Product Strategy Specialist

Responsible for coordinating investment product and trust service responses, assessing and making decisions on investment products, and maintaining effective working relationships with external clients and business partners. Coordinates with other Investment Administration teams to resolve issues and identify opportunities for process improvements.

Requirements

• Exhibits extensive knowledge on investment products
• Fields requests from Sales, Client Services, and Offer/Governance on product offerings
• Coordinates investment product and trust service responses related to Request for Proposal (RFP) and Request for Information (RFI)
• Maintains effective working relationships with external clients and business partners
• Fosters effective communication and provides feedback and tracking issues
• Communicates effectively throughout the on boarding and/or off boarding of investments
• Acts as a liaison and advocate for VWS with respect to investment products and services
• Negotiates with outside fund families for maximum administrative reimbursement available to Vanguard
• Contributes to idea generation and positioning for our open architecture environment
• Mentors and coaches other crew members, serves as a resource to the department, and shares expertise
• Champions Vanguard Unmatchable Excellence (VUE) efforts
• Participates in divisional and departmental VUE Project Improvement teams
• Advocates awareness and understanding of risk management practices
• Participates in risk assessments as appropriate, effectively monitors risk via dashboard, and identifies and communicates situations that exposes Vanguard to risk

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Four Day Work Week
• Tuition Reimbursement
• Relocation Assistance