Client Experience Analytics Manager at Vanguard

Malvern, Pennsylvania, United States

Vanguard Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Requirements

  • Problem solving skills: Ability to formulate a framework and roadmap to solve complex and ambiguous business/product problems in partnership with various data functions
  • Knowledge of advanced analytics methods: Hands-on expertise in data profiling, modeling to deliver deep understanding of outcome drivers and curated insights/recommendations
  • Strong analytical skills: Ability to form hypotheses, draw meaningful insights from disparate data sources, understand data, process it, extract value, visualize it, and communicate insights to various audiences including senior management
  • Ability to translate business and technical dimensions: Coach and mentor analysts to identify business opportunities and break down complex problems into analytics workstreams, ensuring deliverables enhance enterprise and client outcomes
  • Ability to synthesize and communicate analytics perspective to technical and non-technical senior leadership, delivering clear presentations on analytics value for CX challenges
  • Expert stakeholder management skills: Build and deliver analytics roadmap and OKRs, collaborate in matrixed organizations
  • Foresight and planning: Recognize ongoing needs for operationalization, pre-empt requests, plan roadmaps for deliverables and roadshows
  • Nice to have: Experience in experimentation, digital/web analytics, Adobe data tagging/capture
  • Minimum of eight years related work experience in Analytics and Data Science
  • Experience working in SQL, Python, Tableau, and AWS
  • Experience through progressive growth from hands-on analytics to people leadership
  • Minimum of 3 years experience building and presenting executive level PowerPoint presentations
  • Undergraduate degree or equivalent; graduate degree preferred

Responsibilities

  • Formulate frameworks and roadmaps to solve complex business/product problems with data functions
  • Apply advanced analytics (data profiling, modeling) to deliver insights, recommendations, and understanding of outcome drivers
  • Analyze disparate data sources, form hypotheses, extract and visualize insights, communicate to diverse audiences including senior management
  • Coach and mentor analysts to identify opportunities, break down problems into workstreams, ensure enhanced outcomes
  • Synthesize analytics perspectives and present to senior leadership on solving CX challenges
  • Manage stakeholders, build/deliver analytics roadmaps and OKRs, collaborate in matrixed organizations
  • Identify operationalizable needs, pre-empt requests, plan roadmaps for deliverables and roadshows

Skills

SQL
Python
Tableau
AWS
Data Profiling
Data Modeling
Data Visualization
Stakeholder Management
Experimentation
Digital Analytics
Web Analytics
Adobe Data Tagging

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters
1975Year Founded
SECONDARYCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage
Onsite health clinic & fitness center
Health Smart Rewards program
Vanguard Retirement Savings Plan
Education Benefits
PTO
Family Planning Benefist
Parental leave
Personal development opportunities
Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.
Vanguard's stake in Steelcase exposes it to the volatile furniture market.
New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.
The firm offers low-cost investment products, making it attractive to cost-conscious investors.
Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.
The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.
Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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