Business Unit Strategy, Senior Associate

Senior Associate – Offer Development (Latin America)

We are seeking a highly motivated and detail-oriented Senior Associate to join the Offer Development team in Latin America, with a primary focus on strategic partnerships and offer development initiatives. This role will support the design and execution of Vanguard’s partnership strategy across the region, working closely with cross‑functional teams. The ideal candidate brings strong analytical and organizational skills, excellent communication capabilities, and a passion for financial services and long‑term investing.

Core Responsibilities

Supports partnership and offer development initiatives by conducting targeted research and analysis on potential partners, competitive offerings, and market developments. Develops materials for internal and partner engagement, including presentations, partnership updates, briefing documents, and summaries of strategic value and progress across key relationships. Coordinates cross‑functional execution across marketing, sales, legal/compliance, and finance teams, tracking progress and ensuring alignment across stakeholders.

Builds and maintains effective working relationships with internal stakeholders and supports ongoing engagement with external partners. Supports identification and evaluation of potential partners, including conducting basic research and organizing findings to inform pipeline prioritization. Contributes to project management and execution tracking, including maintaining dashboards, trackers, and timelines across key initiatives. Participates in team and stakeholder meetings to support business strategy and partnership initiatives.

Contributes to broader Offer Development priorities, including thought leadership, investor education, and enterprise‑level strategic projects, as needed. Builds general knowledge of industry, market, and competitive trends to support the team’s work. Participates in special projects and performs other duties as assigned.

Qualifications

Undergraduate degree in Business, Economics, Finance, or a related field. 1–2 years of relevant experience in strategy, partnerships, financial services, or related fields (internship or relevant academic project experience included). Strong analytical and problem‑solving skills, with ability to synthesize information into clear outputs.

Excellent written and verbal communication skills, with experience preparing materials (e.g., presentations, summaries, briefings). Strong organizational skills and attention to detail, with the ability to manage multiple workstreams simultaneously. Ability to work effectively across cross‑functional and global teams.

Fully bilingual in English and Spanish (spoken and written). Proficiency in Microsoft Office (PowerPoint, Excel, Word). Interest in investments, retirement, and the financial services industry.