The Client Experience Transformation Office (CXTO) was established to accelerate progress to leading the market in client experience excellence. Strategy is a core function within CXTO, responsible for defining and advancing the firm’s Client Experience (CX) North Star Strategy.
The CXTO Strategy team is seeking an S3 Senior Strategy Analyst to support the development and shaping of the CX Strategy across USDI. This role will play a meaningful role in driving strategy work that impacts Personal Wealth, including the Crossover and Rollover client experience.
The Senior Strategy Analyst will contribute to high-impact strategy initiatives and workstreams by delivering strategic analysis, competitive intelligence, and CX performance insights. This role offers the opportunity to work on enterprise-level strategy efforts, translate insights into actionable recommendations, and help inform the roadmap of CX enhancements over time.
The ideal candidate will:
Drive strong business outcomes through accurate, high impact, data-driven analyses, and be comfortable with ambiguity
Collaborate well with crew and leaders and thrive in an idea meritocracy environment
Develop and manage effective working relationships with primarily senior leaders and key stakeholders/business partners
Create compelling storylines through which to deliver strategic, competitive, and CX analysis and recommendations to senior leaders
Demonstrate a strong growth mindset and have ambitions to advance their conceptual thinking, project management, analytical, communication, and leadership skills
Build expertise on new and diverse topics at an accelerated pace
Cultivate difference of thought by contributing diverse perspectives and ‘thinking outside the box’
Be candid to help challenge the status quo
Provide feedback and coaching to peers and leaders to enhance the collective development of the team
Core 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
Minimum of five years related work experience.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
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.
Skills Required
- Minimum of five years related work experience
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree preferred
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.
Vanguard Insights
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.
