Job Location: Charlotte, NC
Delivering data-driven solutions that enable Vanguard to be the Advisor to the Advisor.
Vanguard’s Chief Data and Analytics Office, in partnership with the Financial Advisor Services Organization (FAS), is embarking on a critical transformation to reimagine how data and analytics drive Vanguard FAS’s vision of being the Advisor to the Advisor.
Vanguard’s FAS business provides services and investment products, such as exchange-traded funds (ETFs), to advisor clients, including broker-dealers, registered investment advisors (RIAs) and bank wealth managers.
Our vision is to deliver data-driven solutions and insights that inform every decision and enable us to know our clients and anticipate their needs – to provide the right products and services at the right time. Data and analytics are at the heart of how we are activating this vision and they are enabling us to enhance the advisor and distribution experience, streamline operations, and expand our suite of products and services.
The Head of FAS Analytics and Insights will provide thought leadership and oversight to elevate, expand, and optimize our analytics practice – enabling us to increase the depth and breadth of actionable insights delivered to the business. This senior leader will also partner closely with the FAS leadership team, and the Head of FAS Data Strategy, to integrate analytics with the business and ensure that we are driving successful, and measurable, outcomes.
This leadership role will report directly to the Divisional Data and Analytics Leader for FAS and will have a one-of-a-kind opportunity to influence and propel Vanguard’s intermediary business strategy through the expansion of applied data and analytics. The Head of FAS Analytics and Insights role will consolidate existing sales, marketing and operations analytics groups and be entrusted with developing team culture, facilitating skill development and collaboration, and enhancing impact across the FAS business. This leader will lead a team of data and analytic professionals focused on capabilities including decision-making analytics, client-facing data products, data visualization, AI/ML, data engineering, operational reporting, and cross-functional value creation.
What you will do:
1. Hire, evaluate, and lead a dynamic team. Provide guidance and training as necessary to develop talent. Mentor, upskill and inspire the data analytics workforce.
2. Lead a team of data & analytics professionals to drive the use of data to differentiate Vanguard at all levels. This includes but is not limited to managing a portfolio of complex analytic research projects that will inform strategic business decisions, as well as a large volume of smaller rapid, ad hoc analytic requests that are received daily.
3. Create and maintain a marketing and sales enablement and distribution experience data strategy – deploying execution plans that create insights to achieve both strategic and tactical goals. This includes ensuring data integrity and adherence to data governance controls; operational reporting and dashboards are timely and accurate; and rapid data-driven insights help direct business leaders’ goals.
4. Champion, and develop a support structure, to expand the adoption of experimentation to inform decision making in business processes, marketing and sales strategies, and the Advisor experience.
5. Serve as trusted partner to senior business leaders to advance the FAS data strategy across sales, marketing, and operations.
7. Build, partner, and manage stakeholder relationships throughout complex data projects across business areas with the department and across the firm. Balance data and analytics strategy, governance, and quality to ensure consistency across teams. Act as a senior point of contact for external parties.
8. Develop and drive strategies that generate efficiencies through data automation, researching sharing and code collaboration.
9. Track team performance against key financial and operations metrics, to include time to insights. Evaluate and analyze data to prioritize team actions. Oversee expected delivery dates, budget allocations, and regulatory requirements. Act as a point of escalation for time sensitive and highly complex requests.
What it Takes:
- Minimum of twelve years of related work experience. Related work experience includes business experience in strategy, intermediary distribution and sales enablement, B2B analytics & insights, business analytics, and applied data science, risk/control/information security, and/or process improvement disciplines.
- Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.
- Excellent leadership, strategic, and prioritization skills required. Supervisory experience required.
- Broad understanding/familiarity with Vanguard Business and the investment industry.
- Demonstrated the ability to translate technical, regulatory, and/or legal requirements into a clear, understandable actionable requirements for the business.
- Demonstrate ability to manage a diverse group of professionals and skilled at working through others along with experience in building and leading highly effective teams.
- Superior organizational and interpersonal skills with demonstrated ability to collaborate successfully up, down, and across the organization. Excellent influencing, facilitation, and partnering skills.
- Excellent written and oral communication skills, including strong presentation skills to senior management.
- The ability to work in ad-hoc/dynamic and fast-paced environment with frequent time-sensitive deadlines.
Special Factor
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we’re changing the way the world invests.
For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let’s make it count.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
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