Experience planning strategist job description

Our mission starts with you
The Content & Creative Team within Participant Strategy Experience (PSx) is seeking a CX Design Strategist to help us bring digital advice and financial wellness to millions of retirement plan participants across the country.As the CX Design Strategist, you'll serve as our primary CX design SME on the digital experience and marketing for these areas. You'll collaborate with marketing experts, journey owners, writers, editors, designers, leaders, content strategists, and external business partners to support business goals that are critical to the future of IIG, as well as ensure that all elements of our CX in these areas align with other Vanguard business lines and meets our brand standards.

In this role
Partners with Marketing Managers and Product Owners to create a vision and strategy for CX in the areas of financial wellness and advice. Drives design decisions for financial wellness and advice within the broader participant experience (CX).Consults and provides expertise around existing wellness and advice design elements across various channels and communications. Ensures consistency across channels and elements of the participant experience, and seeks optimization and alignment with other areas of Vanguard whenever possible. Collaborates with creative teams to produce experiences that support strategic initiatives and ensures that design meets brand guidelines.Possesses executive presence to influence and persuade leaders and crew in driving optimal participant experiences. Must be able to diplomatically promote best-in-class design with senior leadership and senior-level crew.Incorporates in-depth knowledge on retirement plans and Vanguard services, the competitive landscape, and/or online communication media. Researches new topics as necessary. Demonstrates initiative and creativity in identifying and meeting client and partner needs. Is able to work with the internal team to develop and execute creative, "outside-the-box" ideas.Works with creative team and internal clients to ensure that all deadlines are met.Responds to edits and changes from reviewers with flexibility, while maintaining quality and accuracy.Serves as a mentor to junior designers and creative professionals throughout PSx.Participates in special projects and performs other duties as assigned.

A design experience that delivers
Vanguard, a recognized employer of choice, is a leading investment management firm driven by a low cost, 100% client-focused model. Participant Strategy and Experience (PSX) drives positive participant behavior through developing digital and multichannel strategies and communications fueled by deep behavioral analytics, experimentation, and the RPX brand personality.
Qualifications
Five years related work experience, Two years of User Experience or User Interface experience.Undergraduate degree or equivalent combination of training and experience in a creative or technical field. Graduate degree preferred.

Special Factor
Vanguard will not sponsor for this role.

About Vanguard
We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

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.

Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

About Us: VMLY&R

VMLY&R is a global brand and customer experience agency that harnesses creativity, technology, and culture to create connected brands. But what does that mean? It means we're a creative agency that is built on the promise of collaboration and human connection. Creating connected brands isn't just what we do - it's what we're known for and who we are. We empower our clients to excel at the intersection of "brand" and "customer experience," starting with simple goals: Create work that becomes part of people's lives; promote value for our clients; and, in the best of cases, help the world.

We're committed to building a united global network of creators and thinkers, regardless of their age, race, skin color, religion, disability, sexual orientation, gender identity or expression. With over 12,000 employees across the globe, our influence is made stronger by applying our collective experiences to tell stories that not only sell products and experiences, but also guarantee positive representations of all communities.

Our unique culture is rooted in a great deal of care for you and your success. Above all else, we are committed to strengthening your experience by ensuring your inner potential continues to be discovered.

We also offer about a dozen employee resource groups (ERGs) that allow you to tap into your personal identities, interests and passions. Our ERGs celebrate ethnic diversity, life as a working parent or caregiver, neurodiversity, the LGBTQ+ community, wellbeing, and more. Regardless of your interests, there is no shortage of opportunities to get involved, so tap into our global network and find where you can make your ideas come to life.

* Exploring category dynamics to find opportunities for our clients

Required Skills

* Uncanny ability to distill and communicate complex topics and themes simply and with conviction
* Deep curiosity about the forces that drive human behavior

Required Experience

* 3+ years of experience in a client-focused marketing environment
* Minimum of a bachelor's degree, graduate degree a plus
* Undergraduate or graduate coursework in branding, marketing, planning and insights
* Specific work experience with projects that have an emphasis in insights development, branding and marketing planning (either enterprise or campaign)

Our Benefits

As the world leader in communications services, we rely on the creativity of our people to deliver the best work for our clients. In return, we invest in our employees by offering them a diverse suite of benefits from best-in-class carriers, with enough choice and flexibility to keep them and their families healthy and happy today and tomorrow.

* Corporate gift matching program
* Paid time off for volunteering
* Paid parental leave
* Ranked No. 1 in advertising for our adoption assistance program
* Corporate discounts
* VMLY&R Diversity, Equity, and Inclusion (DEI) team, which guides, celebrates, and promotes cultural literacy; increases employee engagement; recruits and retains a diverse workforce; and builds internal opportunities for people to learn and grow.

VMLY&R is an equal opportunity employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, or physical or mental disability. We believe in creating a dynamic work environment that values diversity and inclusion and strives to recruit a diverse slate of candidates to help us achieve that goal.

#LI-SC1

_Responsibilities and Skills_

* To work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning.
* Must have the ability to travel to meet with the Financial Advisors and clients.

More specifically:

* Working closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues.
* Simplify complex legal topics, analyses and/or structures into comprehensible terms
* Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures.
* Review, summarize and critique existing and/or proposed new estate planning documents.
* Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies.
* Working with team analysts to model estate planning strategies.
* Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax and financial plans.
* Understand investment structures and how they may be appropriate for various estate planning entities.
* Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products.
* Keep abreast and keep Financial Advisors and Private Wealth Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading.
* Develop new marketing and educational content.
* Conduct internal training sessions.
* Series 7 (including SIE) and 66 required (can be obtained post-hire).

Qualifications - External

_Technical Requirements_

* J.D. required
* Significant prior trusts and estates experience with a law or accounting firm
* Broad and deep knowledge of estate planning and tax planning strategies
* Strong income tax background as related to estate planning strategies

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.

**Job:** **Wealth Management*

**Title:** *Estate Planning Strategist*

**Location:** *California-San Francisco*