Vanguard’s Financial Advisor Services (FAS) business partners with financial advisors and advisory firms to deliver investment solutions, insights, and support. We are seeking a senior data analyst to support how FAS measures performance, sets goals, and plans for the future. This role sits within the FAS Business Intelligence organization and operates as a senior individual contributor. You will own the definition, calculation and governance of core performance metrics, as well as the development and maintenance of forecasting models and data supporting goal-setting methodologies used by leaders across sales, strategy, and distribution.
Success in this role requires an inherent commitment to data quality, comfort with ambiguity and an inquisitive mindset. Ideal candidate brings a blend of business acumen and technical expertise needed to design data models, build pipelines and transformations to maintain high standards for metrics integrity.
Responsibilities
- What You’ll Be Responsible For
- Own the definition, calculation logic, and governance of core FAS performance metrics; including inclusions/exclusions, calculation logic, versioning, and change management.
- Ensure metric consistency and accuracy across reporting and analytical outputs
- Owns and maintains forecasting model and serves as the data expert supporting goal-setting methodologies
- Apply multivariate analysis, exploratory modeling, and back-testing to design, test, and refine forecasting and goal-setting methodologies; balancing analytical rigor with creative hypothesis development
- Partner closely with internal Sales Compensation teams to ensure results are captured and delivered accurately
- Conducts persona-based impact analysis resulting from changes in underlying data sources
- Independently identify process enhancement opportunities focused on risk reduction
- Leverages automation to increase scalability and create process efficiencies that enable consistent, reliable analytical outputs.
- Partners with internal BI team and stakeholders as need to provide clarity and guidance on metric interpretation, assumptions, and limitations
- Other projects and duties as assigned
Required
- 7+ years of experience in analytics, business intelligence, financial analysis, or a related field
- Demonstrated ownership of KPIs, forecasting models, or goal-setting methodologies
- Proficient with SQL and Python and experience working with large, complex datasets
- Experience with sales, distribution, or compensation-related analytics
- Strong ability to communicate complex analytical concepts to non-technical stakeholders
- Proven track record of operating independently in high-visibility environments
- Advanced degree (MBA, MS in Analytics, etc.) or equivalent work experience 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.
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
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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.
