Senior Manager, Advisor Solutions 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

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Expertise in leadership
Advanced analytical skills
Strategic thinking
Expertise in data analysis
Knowledge of digital journeys
Experience with experimentation
Proficiency in generating actionable insights
Experience with data visualization tools to create impactful reports and dashboards
Strong communication skills for interacting with senior stakeholders and conveying complex data insights clearly and concisely
Ability to prioritize projects and maximize value delivery
Background in B2B Marketing/Digital/Sales and/or financial services

Responsibilities

Lead a team of advanced data analysts driving strategic initiatives that enhance advisor engagement, optimize distribution channels, and inform product development
Oversee a portfolio of strategic data projects involving gathering data, verifying its accuracy, and generating reports, dashboards, and insights
Partner closely with senior stakeholders to provide key insights, help with prioritization, and maximize business impact
Lead, mentor, and develop a team of data scientists, product managers, and marketing strategists
Foster a collaborative and high-performance culture
Work closely with cross-divisional teams to design and implement cutting-edge analytical frameworks that support FAS's vision and business objectives

Skills

data analysis

data visualization

dashboards

experimentation

leadership

strategic thinking

stakeholder communication

project prioritization

B2B Marketing

Digital

Sales

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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