Head of Participant Sales & Advice Analytics at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

YesVisa

Financial ServicesIndustries

Requirements

10+ years experience in Analytics with progressive leadership
Experience leading teams in Sales Analytics
Expert level executive level stakeholder management and presentation
Deep expertise in sales analytics within a consumer financial services context
Strong leadership capabilities
Consultative approach to influence business strategy and execution
Ability to thrive in emerging spaces and bring structure to ambiguity
Ability to deliver high-impact analytics solutions

Responsibilities

Lead Analytics Strategy: Serve as a strategic partner to senior leadership, translating complex data into clear narratives. Define and execute the vision for sales & advice operations analytics, aligning with business goals and priorities
Team Leadership: Hire, manage and mentor a team of analysts, fostering a culture of curiosity, collaboration, and continuous learning. Set performance goals and manage the team in alignment with HR policies
Stakeholder Engagement: Serve as a trusted advisor to marketing and business leaders, influence and inform strategy and planning decision making
Performance Measurement & Optimization: Oversee the development of measurement frameworks, dashboards, and KPIs to evaluate sales and product effectiveness across channels
Advanced Analytics: Apply statistical modeling, machine learning, and experimentation (e.g., A/B testing) to improve targeting, personalization, and ROI. Collaborate with COE teams to enhance predictive capabilities and automation
Data Infrastructure: Collaborate with data engineering and IT to ensure scalable, secure, and accessible data pipelines and tools
Innovation & Trends: Stay current on analytics trends, tools, and technologies, and champion their adoption where appropriate

Skills

Sales Analytics

Analytics Strategy

Team Leadership

Stakeholder Management

Statistical Modeling

Machine Learning

A/B Testing

Dashboards

KPIs

Predictive Analytics

Data Pipelines

Executive Presentation

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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