Business Intelligence User Training & Adoption - Financial Advisor Services

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3 Locations
In-Office
Fintech
The Role

We are seeking a collaborative, client focused and results-oriented professional to join the FAS Business Intelligence team. This is a unique opportunity that will directly enable the vision of continuing to bring business, technology, and data closer together. You will partner closely with members of the FAS Digital and Analytics organization and cross divisional partners to manage a portfolio of initiatives that enhance our analytics ecosystem, improve operational efficiency and deliver proactive insights to FAS. The ideal candidate should possess strong problem-solving skills, relationship management skills, curiosity and previous experience with Data and/or technology teams.

Core Responsibilities

  • Manage programs or major workstreams of a broader program. Ensure that the scope of the program aligns with business priorities and that business value is properly measured for prioritization. 

  • Develop and maintain broad knowledge and awareness of Financial Services industry forces, competition, and trends to act as a trusted advisor throughout the project lifecycle. Monitor financial, legal, and other regulatory environments to ensure projects are aligned with the overall company strategy and market conditions. 

  • Communicate with stakeholders, leaders, team members, management, and department partners to ensure that requirements and priorities are understood. Monitor project progress and results and submit regular status reports to management and internal and external stakeholders. Ensure the development and execution of business change management and communication plans. 

  • Build and maintain relationships across program stakeholders and proactively foster effective communication between internal and external parties. Drive key decisions to ensure alignment with overarching goals across stakeholders. 

  • Ensure all steps are taken to mitigate risk and maintain control, compliance, audit, and legal requirements. Maintain an appropriate level of technical and business knowledge to support program implementation. 

  • Participate in special projects and perform other duties as assigned. 

Qualifications

    • Minimum of five years related work experience. Two years of managing a project preferred. Financial Services and Data and/or Technology experience preferred. 
    • Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred. 
    • Communication & user training experience preferred 
    • Analytical and problem-solving skills. Ability to recognize and develop constructive ideas. 
    • Proven time and priority management skills. Ability to work independently and with a team. Strong attention to detail, and ability to manage multiple tasks. 
    • Proven ability to initiate, plan and execute projects, and produce timely deliverables. 
    • Excellent interpersonal skills and ability to build lasting relationships with clients 
    • Excellent verbal and written communication skills. 
    • Meeting management and group presentation skills. 
     

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Vanguard Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.

  • Retirement Support Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
  • Wellbeing & Lifestyle Benefits Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
  • Affordable Benefits Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.

Vanguard Insights

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The Company
Charlotte, NC
20,252 Employees
Year Founded: 1975

What We Do

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.

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