Senior Strategy Analyst - Financial Advisor Services (FAS) at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Asset Management, Wealth Management, Financial ServicesIndustries

Requirements

5+ years of experience in distribution strategy development, business health assessment, or client engagement analysis within asset management, wealth, or financial advisor services
Strong analytical and problem-solving skills with experience in market research and competitive analysis
Ability to synthesize insights from multiple sources (NPS/VOC, industry trends, performance data) into clear recommendations
Comfort working in matrixed environments and influencing across functions
Excellent communication skills and proficiency in creating executive-ready materials

Responsibilities

Evaluate Client Engagement: Track and analyze client engagement metrics to develop strategies that drive client loyalty
Monitor Business Health: Build reporting frameworks and deliver actionable insights to continuously assess and improve business health
Connect Insights to Action: Translate NPS/VOC feedback and performance metrics into recommendations that strengthen strategic health
Support Strategic Planning: Contribute to the development and refinement of long-term distribution strategies and roadmaps
Analyze and Assess: Monitor industry trends, competitive intelligence, and advisor needs to inform strategic decisions

Skills

distribution strategy

client engagement analysis

business health assessment

NPS

VOC

market research

competitive analysis

strategic planning

data synthesis

executive communication

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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