The Advice and Wealth Management (AWM) division and Competitive Intelligence team is seeking candidates who can bring structure to complex problems and use objective, rigorous analysis to drive toward the right answers to AWM’s most pressing strategy questions. In this role you’ll shape insights, influence decisions, and help AWM grow and extend the Vanguard effect – advancing our mission to give all investors the best chance for investment success.
Responsibilities:
- Develops and leads complex business strategic, competitive, and product analyses. Consults independently define the business problem, issues, and planned approach for research and analyses. Leads work planning and business problem diagnosis, coaching less experienced business strategy analysts in best practices and building business acumen.
- Synthesizes analyses, key findings, and potential solutions into actionable recommendations. Works with senior managers in the business to prepare and deliver materials, including presentations, white papers, case studies, etc.
- Interprets and analyzes highly complex data using business acumen in order to derive key insights. Verifies the quality, accuracy, and reasonableness of the data. Displays, organizes, and crafts data into a compelling storyline with actionable insight for the business.
- Stays abreast of industry, market, and business competitive trends. Supports efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommends new and enhanced capabilities and services.
- Participates in special projects and performs other duties as assigned.
Qualifications:
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- Minimum of five years related work experience.
- Strong knowledge of the Advice & Wealth Management (AWM) industry, including evolving client needs, competitive dynamics, and key market trends. Direct experience contributing to or developing business strategy is strongly preferred.
- Proven ability to break down complex problems through structured quantitative and qualitative analysis. Experience in delivering clear, data‑driven insights that inform strategic decisions. Experience with market research, competitive intelligence, or building business cases is preferred.
- Exceptional written and verbal communication skills, with the ability to translate complex analytical findings into concise, well‑structured presentations, memos, and narratives suitable for senior audiences.
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.
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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.
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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.
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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.
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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.
