Vanguard

CRM Data Governance Specialist

Malvern, Pennsylvania, United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Requirements

Candidates must possess an undergraduate degree or an equivalent combination of training and experience, with a graduate degree preferred. A minimum of five years of related work experience is required, and two years of leading large cross-functional teams on major organizational projects is preferred. Experience in data governance, CRM systems, and Digital Product Management is preferred. Proficiency with tools such as Power BI, Azure, Microsoft Fabric, Boomi, Jira, and Tableau is essential. Excellent stakeholder management and facilitation skills are also required. Sponsorship is not offered for this position.

Responsibilities

Establish and lead a CRM Data Governance Forum to align stakeholders on data standards, policies, and priorities. Prepare ongoing and ad-hoc reports of high complexity to support business goals. Acquire and compile structured and unstructured data, verifying its quality, accuracy, and reasonableness. Collaborate across teams to address data cleanliness needs and organizational challenges, ensuring high-quality CRM data. Consult and anticipate reporting needs using deep business acumen, and proactively adjust reporting strategy based on business decisions. Stay abreast of advancements in reporting technology and participate in continued learning. Communicate report results to leaders and management. Support technical requirement gathering for data-related enhancements and integrations within Microsoft Dynamics CRM. Monitor and report on data quality metrics, identifying areas for improvement and driving remediation efforts. Review queries for performance issues and make necessary changes. Act as a team expert for escalated query or report-writing issues. Lead the design and development of the system, and create user documentation. Partner with IT, data analytics, and business teams to ensure CRM data supports strategic decision-making and operational efficiency. Participate in special projects and perform other duties as assigned.

Skills

CRM
Data Governance
Data Standards
Data Policies
Reporting
Data Quality
Data Cleanliness
Microsoft Dynamics CRM
Power BI
Azure
Microsoft Fabric
Boomi
Jira
Tableau
Stakeholder Management
Facilitation
Technical Requirement Gathering
Query Optimization
User Documentation
Data Analytics

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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