CORE RESPONSIBILITIES

Support Firm Approval Prioritization

• Coordinate the intake and review of content requests requiring firm approval.
• Support prioritization discussions by maintaining visibility into submission demand, firm capacity, business priorities, and approval timelines.
• Partner with Sales Channel Marketing leadership to communicate prioritization decisions and manage stakeholder expectations.
• Help ensure firm approval capacity is aligned to strategic business objectives.

Manage Firm Approval Execution

• Submit content through firm-specific approval platforms and channels.
• Monitor approval status, follow up on outstanding reviews, and coordinate resubmissions when required.
• Maintain visibility into approval timelines, bottlenecks, and upcoming submission opportunities.
• Serve as a primary point of contact for firm approval process questions and escalations.

Maintain Firm Requirements Expertise

• Develop and maintain knowledge of firm-specific submission requirements and review processes.
• Partner with Key Accounts and Sales Channel Marketing leaders to validate and update firm requirements.
• Provide guidance to stakeholders on approval requirements, timelines, and process expectations.
• Identify opportunities to simplify and improve firm approval practices.

Drive Process Excellence

• Partner with Marketing Operations to enhance workflow efficiency, reporting, automation, and process transparency.
• Identify trends, pain points, and opportunities to improve approval throughput and stakeholder experience.
• Support implementation of future-state operating model enhancements and governance practices.
• Contribute to ongoing documentation, training, and communication efforts.

Minimum Qualifications

• Minimum five years related work experience.
• Undergraduate degree or equivalent combination of training and experience.
• Strong organizational and project coordination skills.
• Proven ability to manage multiple priorities and stakeholders simultaneously.
• Excellent written, verbal, and interpersonal communication skills.
• Demonstrated ability to influence and collaborate across teams.

Preferred Qualifications

• Three or more years of experience in marketing, sales enablement, operations, project management, or related business functions preferred
• Experience supporting intermediary, broker-dealer, or channel marketing programs.
• Knowledge of financial services marketing and content review processes.
• Experience working with workflow management, intake, or prioritization processes.
• Experience partnering across marketing, sales, compliance, and operations organizations.
• Strong analytical and problem-solving skills.

Special Factors

Success in this role will require:

• Strong business judgment and decision-support capabilities.
• Ability to navigate ambiguity and competing business priorities.
• Ownership mindset with a focus on continuous improvement.
• Exceptional stakeholder management and relationship-building skills.
• Attention to detail balanced with a focus on strategic business outcomes.

Why This Role Matters

This role is critical to ensuring that firm approval capacity is leveraged effectively against Sales Channel Marketing priorities. By serving as the connection point between business strategy, stakeholder demand, and approval execution, the position helps maximize distribution opportunities while improving transparency, consistency, and speed across the Firm Approval process.

This role is part of our hybrid work model with a required three days a week onsite in our Malvern, PA office. Fully remote work is not available for this role.

Special Factors

Sponsorship

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.