Senior Director, Data and Analytics, Advice & Wealth Management 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

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

10+ years of experience in data and analytics, with deep knowledge of financial services sector
Experience building and leading teams of Data Analysts and Researchers within a global matrix organization
Deep expertise in data platforms (cloud-native, distributed computing, data lakes/warehouses, streaming), APIs, MCPs and metadata management
Familiarity with AI/ML model development, deployment and advanced analytics integration into production systems for clients and advisor teams
Proficient understanding and shaping data governance best practices across a complex organization
Energized to partner with data owners to clean or enhance data to ensure a scalable analytics foundation and tooling can be built
Demonstrated intellectual curiosity and desire for continuous improvement
Strong communication and stakeholder management skills

Responsibilities

Determine and oversee the AWM strategy and program for the adoption and implementation of divisional analytics tools
Develop and maintain strategic plans to ensure data, tools and approaches meet evolving business demands
Leverage AWM and enterprise-wide analytics and data capabilities; identify gaps, then propose and implement solutions
Develop strong partnerships 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
Partner and consult with senior management to deliver AWM level analytical insights and metrics on Vanguard's strategy and client base
Deliver the leadership dashboard with KPIs that help inform actionable insights and strategic direction
Hire, 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
Set performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures
Stay ahead of industry, market, and company trends. Ensure that Vanguard's use of analytics tools is scalable and sustainable
Serve as a leader of Vanguard's analytics community and contribute to 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 AWM budget, including the identification of technology investments and budget allocation to support these tools
Review expenses and ensure unit operates within budgetary guidelines

Skills

Data Analytics

Analytics Strategy

Business Intelligence

KPI Dashboards

Self-Service Tools

Data Management

Leadership Dashboards

Strategic Planning

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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