Jodi Miller

Examiner
DISC Type : cs

Officer, Head of Enterprise Investment Services at Vanguard

New York, New York, United States

Overview

Jodi Miller is a Principal at Vanguard and the Head of Enterprise Investment Services, specializing in global strategy and transformation. A former McKinsey Partner, she holds an MS in Industrial & Operations Engineering from the University of Michigan and has recently completed executive programs at Harvard and MIT.

Personality Overview

Status Quo Seeker

Unexpressive

Tough To Convince

They are always well-planned and adopt a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Executive Education
Recently attended the Advanced Management Program at Harvard Business School and an executive program at MIT Sloan, showing a strong commitment to continuous learning.
AI in Business
Completed an MIT Sloan program and holds a certification in "Rewired to Outcompete in the Age of AI," indicating a focus on technology's role in business.
Global Team Leadership
Highlights recent travel to Europe focused on connecting with and listening to her teams, demonstrating a hands-on approach to international management.

Media Appearances

Jodi has no verified media appearances

Work History

8-2022
Officer, Head of Enterprise Investment Services at Vanguard
12-2020 - 8-2022
Officer, Head of Client Services and Operations (Retail Investor Group) at Vanguard
10-2018 - 12-2020
Officer, Head of Strategic Support (Retail Investor Group) at Vanguard
12-2014 - 10-2018
Partner at McKinsey & Company
4-2014 - 11-2014
Partner Elect (Vice President) at Strategy&, part of the PwC network (formerly Booz & Company)

Education

2003 - 2004
MS Industrial & Operations Engineering from University of Michigan
Education details unavailable from University of Michigan - Stephen M. Ross School of Business

More Information

Social Presence :

Prographics :

Exp : 21 Location : New York, New York, United States Job Level : Mid-senior Designation : Officer, Head of Enterprise Investment Services at Vanguard
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Insights For Selling To Jodi

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jodi is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Jodi

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jodi move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Jodi take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Jodi

Personality Compatibility


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