A key focus of this role is the maintenance and automation of data, both qualitative (in Qvidian, our content management database) and quantitative, as well as integration of links with core due diligence (DD) platforms, including Door and AssetQ, and consultant databases where needed. This role is responsible for ensuring that content processes are streamlined and that the RFP team can generate and update client templates efficiently, using advanced automation and autofill functions.Key Responsibilities
Content Management & Delivery:
Create clear, engaging and concise content. Capture key metrics & measure effectiveness, identifying trends for future application to take our content to the next level.
Ensure data used in our processes is accurate, consistent, secure, and usable throughout its entire lifecycle, adhering to enterprise data governance policies
Oversee the creation, curation, maintenance and quarterly production of all standard RFPs, applying Vanguard's style, usage, and brand standards to ensure consistency.
Develop a strategy and processes to ensure we are well positioned to stay ahead of client demand; ensure they are documented and reviewed regularly.
Automation and Efficiencies:
Lead the automation of data flows (quantitative) and integration of real-time links (qualitative) from Qvidian to Door, AssetQ and consultant databases where needed. Maintain the content and links; work closely with crew covering consultant databases to ensure regular, accurate updates.
Investigate autofill options (Qvidian, Door, AssetQ) and design, set up, and maintain automated templates for standard RFPs. Use autofill functionality to streamline completion of client templates for the team.
Regularly audit automated templates to ensure ongoing compliance and optimal performance.
Relationship Management
Establish strong working relationships with subject matter experts (SMEs), the RFP team and other stakeholders, establishing service levels where appropriate.
Identify gaps in existing content and challenge SMEs on content provided when necessary; proofread, edit, and collaborate as needed to make appropriate changes.
Collaboration & Training:
Work closely with various teams to ensure seamless integration of automation tools and links with Door, AssetQ and consultant databases when needed.
Train and support team members in using automation & autofill functionality and serve as a point of contact for troubleshooting automation-related issues.
Lead strategic projects for the department (eg efficiencies, accessibility, communication) that require content, data analytics and subject matter expertise.
Own (update and/or save centrally) monthly/quarterly updates for the team, including organizational charts, global staff and investment professionals data, liquidity data, etc.
Act as team resource and back-up to RFP leadership during times of high volumes. Provide reviews of RFP/DDQs prior to sending to sales, as required.
Continuous Improvement:
Stay up to date with developments in automation technologies relevant to content management. Attend training and conferences as necessary.
Propose and implement enhancements to the content automation framework as needed.
Continually monitor processes and policies to ensure data is fit for purpose, supports business initiatives, and meets regulatory standards.
Experience in content management within a financial services environment, including systems such as Qvidian.
Strong technical proficiency with automation tools, data integration, and template management.
Hands-on experience with platforms such as Door and AssetQ, or similar systems, and consultant databases preferred.
Demonstrated ability to implement and manage automation features such as Qvidian’s autofill.
Excellent organizational, communication, and project management skills.
Proactive approach and a strategic mindset.
Attention to detail and commitment to quality assurance.
Successful deployment and adoption of automation and autofill features across the team. Aim to expand access & use, eg client services, sales support.
Streamlined and automated regular updates of content on core platforms, including Door and AssetQ, and consultant databases when needed.
Clients have access to up-to-date information on all platforms in scope.
Reduction in manual data entry and associated errors.
Improved turnaround time for client template preparation and delivery.
Positive feedback from stakeholders regarding the efficiency, reliability and timeliness of content processes.
The Content Strategy Manager reports to the Head of RFPs and Data Services, Europe, within Distribution Services & Client Operations. The RFP team is primarily responsible for delivering high quality information regarding Vanguard and its funds to B2B investors across the UK & Europe.
The role will require you to collaborate closely with the investment management group, product, investment stewardship, compliance, and other teams to deliver best-in-class, automated content solutions.
This is a great role for anyone wanting to network across the business, learn more about Vanguard and our funds, and manage a number of new key initiatives/projects to evolve the way we capture and disseminate information.
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.
