Director - Retail Investor Analytics at Vanguard

Malvern, Pennsylvania, United States

Vanguard Logo
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, Investment ManagementIndustries

Requirements

  • Minimum ten years of work experience in the data and analytics space
  • 5 years of experience in managing teams of Data Analysts and Researchers within a global matrix organization
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred

Responsibilities

  • Partner and consult with senior management to deliver analytical insights on Vanguard's strategy and client base. Ensure team partners effectively as consultants for business functions to deliver actionable insights and solutions
  • Hire, evaluate, and supervise crew. Provide guidance and training to develop crew. Set performance standards, review performance, and make informed compensation decisions in accordance with Human Resources policies and procedures
  • Oversee the enterprise-wide strategy and program for the adoption and implementation of analytics tools. Develop and maintain strategic plan to ensure tools and approaches meet evolving business demands. Develop an enterprise-wide view of analytics capabilities; identify gaps and propose solutions
  • Lead the team in consulting with business partners to establish efficient analytics and business intelligence tools, frameworks, and capabilities. Educate business leaders about self-service tools and provide support for teams as they stand up internal functions
  • Build and scale teams with expertise in advanced analytics, data engineering, analytics consulting, and business acumen. Oversee training strategy to foster development of analytical acumen for crew and leaders across Vanguard
  • Stay ahead of industry, market, and company trends. Ensure Vanguard's use of analytics tools is scalable and sustainable. Serve as a leader of Vanguard's analytics community and contribute expertise. Represent Vanguard in external industry events and proactively form external relationships to bring in new ideas, technology, and talents
  • Participate in the development of the department budget, including identification of technology investments and budget allocation to support these tools. Review expenses and ensure unit operates within budgetary guidelines

Skills

Advanced Analytics
Data Engineering
Analytics Consulting
Business Intelligence
Self-Service Tools
Data Insights
Strategic Planning
Team Leadership

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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