The Platform Product Specialist role in the Direct Investments and Super Offer team will play an important role in delivering on our growth targets for our Adviser+ offer. This role will support the design, delivery, and evolution of the Adviser+ offer. Working closely with the Head of Adviser+ and Retirement Offer, as well as stakeholders across the business, this role will be responsible for supporting analysis to ensure the competitiveness of the offer, delivery of new features and capabilities, development of marketing and sales collateral, and governance of the offer.
About Vanguard
More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.
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Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.
Core Responsibilities
- Completes analyses of strategic, competitive, client and market issues relating to Vanguard's Adviser+ and broader product line-up. Prepares and presents strategic analysis, findings, and recommendations to management.
- Contributes to product development and implementation with input on new products and product enhancements to enhance client experience and business results.
- Builds and produces key reports on a regular basis on Vanguard products and industry trends.
- Supports the creation of dynamic content used to position Vanguard's offers.
- Develops and maintains broad knowledge and awareness of the super and adviser industry, competition, and Vanguard's offer. Assists with the creation of thought leadership analysis.
- Develops and maintains product-based competitor research, analysis, and monitoring that supports better business understanding of competitors' product offerings, drives positioning of Vanguards' product, and supports sales teams.
- Develops and maintains relationships across the organization including operations, client experience, technology, sales teams, marketing, and OGC.
- Continues personal development of analysis and presentation skills. Contributes to presentations on product topic to internal crew.
- Participates in special projects and performs other duties as assigned.
Core Qualifications:
- Three years related work experience Super and/or Platform product experience preferable.
- Undergraduate degree or equivalent combination of training and experience
Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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.