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We are hiring for two roles that support the Personal Wealth (PW) leadership team by translating strategic priorities into clear planning, reporting, and governance processes.

These are complementary roles with distinct areas of focus. Both combine strategic thinking, program leadership, stakeholder partnership, and analytical problemsolving, with a focus on supporting executive decisionmaking and driving business outcomes.

Candidates may be aligned to one of the following based on experience and business need:

Executive Reporting & Analytics Focus

• Leads development of executiveready reporting (dashboards, QBRs, scorecards, OKRs)

• Synthesizes complex data into clear, decisionready insights

• Identifies trends, gaps, and opportunities to inform leadership discussion

• Partners closely with Finance, Data & Analytics, and business teams to strengthen reporting quality and consistency

Initiative Health & Oversight Focus

• Maintains a clear view of initiative progress, risks, and dependencies across the portfolio

• Drives consistency in how work is tracked, reported, and escalated

• Anchors business planning and other leadership discussions in a clear, accurate view of initiative health

• Translates initiative status into simple, decision-ready narratives for leadership

Ideal Candidate Profile:

The ideal candidate performs well in a fastmoving, changing environment and brings a strong bias toward action and results. They are comfortable working with evolving clarity and help leaders move forward with confidence despite incomplete information.

• Strong sense of urgency; prioritizes quickly and delivers high-quality work under time pressure, favoring progress and iteration over waiting for perfect information

• Comfortable navigating ambiguity and change, bringing structure without overengineering

• Adaptable and resilient; adjusts approach as priorities and context evolve

• Sound judgment; knows when to go deep and when good enough keeps momentum

• Strong executive communication skills; able to build clear, well-structured narratives for senior audiences and adjust depth as needed

Responsibilities:

• Supports and, at times, independently leads planningrelated programs or major workstreams, ensuring alignment to business objectives.

• Partners with senior leaders and crossfunctional teams to structure planning, reporting, and initiative oversight, maintaining clarity on progress, risks, and dependencies.

• Develops executiveready materials (e.g., decks, memos, dashboards) that translate complex inputs into clear, decision-ready insights.

• Monitors overall business health and escalates risks or issues that require leadership attention.

• Builds strong working knowledge of the PW business to support sound judgment, prioritization, and collaboration.

• Operates effectively in ambiguous, dynamic environments by asking the right questions and helping teams move forward without perfect information.

Qualifications:

• Minimum of five to six years of related business experience; financial services experience preferred.

• Experience supporting or leading planning, program, or initiativebased work within a complex organization.

• Proven ability to manage cross-functional stakeholders and support informed decisionmaking.

• Strong written and verbal communication skills, including experience creating executivelevel materials.

• Undergraduate degree or equivalent combination of education and experience required.

Special Factor(s):

Access Persons

You should be aware this will designate you as an Access Person and carries with it certain responsibilities and restrictions.

Sponsorship

Vanguard is not offering visa sponsorship for this position.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe'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.