This Hybrid Role (in office Tues-Wed-Thurs) is based in Charlotte, NC, Dallas, TX, Scottsdale, AZ, or Malvern, PA (HQ)Core Responsibilities- Partner with business leaders and stakeholders to understand strategic objectives, business challenges, reporting needs, and analytical opportunities.
- Translate complex business questions into structured analytical approaches and lead projects from intake through delivery.
- Serve as an analytics subject matter expert on cross-functional initiatives and provide guidance to peers on analytical methods and best practices.
- Acquire, validate, and analyze structured and unstructured data from multiple sources to ensure quality, accuracy, and reliability.
- Perform advanced analyses to identify trends, risks, opportunities, and actionable insights that support strategic decision-making.
- Develop, maintain, and enhance recurring executive reporting, dashboards, and performance metrics for Wealth Management leadership.
- Create and deliver executive-level presentations, visualizations, and data stories that translate findings into clear business recommendations.
- Support monthly leadership reporting processes and respond to ad hoc requests related to executive presentations, speaking engagements, and strategic initiatives.
- Contribute to the design, implementation, and evolution of self-service analytics solutions that improve scalability and accessibility of insights across the business.
- Validate analytical methodologies and outputs while ensuring consistency, transparency, and adherence to data governance standards.
- Mentor and coach fellow analysts, actively contributing to Vanguard's analytics community through knowledge sharing, training, and participation in analytics forums and seminars.
- Participate in special projects and perform other duties as assigned.
Education & Experience:
- Minimum of five years of related experience in data analytics, business intelligence, reporting, data science, consulting, or a related analytical field.
- Bachelor's degree or equivalent combination of training and experience required.
- Graduate degree preferred.
- Demonstrated experience leading complex analytical projects and delivering actionable recommendations to business stakeholders.
- Experience developing executive-facing reporting, dashboards, scorecards, and presentations.
- Strong analytical and problem-solving skills with the ability to synthesize complex information and communicate insights effectively.
- Proficiency with analytics, visualization, and reporting tools such as SQL, Tableau, Power BI, Alteryx, Python, R, Excel, or similar technologies.
- Ability to manage multiple priorities and deliver high-quality work in a fast-paced, evolving environment.
- Strong written and verbal communication skills with experience presenting findings to senior leaders.
- Experience supporting executive leadership teams, wealth management organizations, financial services businesses, or large-scale reporting environments is preferred.
- Exposure to self-service analytics, automation, and emerging AI-enabled analytics capabilities is preferred.
- Supports highly visible executive reporting and analytics for Wealth Management leadership and the Office of the Chief of Staff.
- Requires sound judgment, discretion, and professionalism when handling sensitive business information.
- May require flexibility to support time-sensitive executive deliverables, leadership presentations, and recurring monthly reporting cycles.
- Hybrid work arrangement with required in-office presence Tuesday through Thursday
Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.
