Head of Participant Sales & Advice Analytics

Reposted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
10-10 Annually
Expert/Leader
Fintech
The Role
This role leads analytics strategy and team management, focusing on sales analytics, stakeholder engagement, and data-driven performance measurement.
Summary Generated by Built In

The ideal candidate brings deep expertise in sales analytics within a consumer financial services context, strong leadership capabilities, and a consultative approach to influence business strategy and execution. They thrive in emerging spaces, bring structure to ambiguity, and deliver high-impact analytics solutions. 

Key responsibilities:

  • Lead Analytics Strategy: Serve as a strategic partner to senior leadership, translating complex data into clear narratives. Define and execute the vision for sales & advice operations analytics, aligning with business goals and priorities. 

  • Team Leadership: Hire, manage and mentor a team of analysts, fostering a culture of curiosity, collaboration, and continuous learning. Set performance goals and manage the team in alignment with HR policies.

  • Stakeholder Engagement: Serve as a trusted advisor to marketing and business leaders, influence and inform strategy and planning decision making.

  • Performance Measurement & Optimization: Oversee the development of measurement frameworks, dashboards, and KPIs to evaluate sales and product effectiveness across channels.

  • Advanced Analytics: Apply statistical modeling, machine learning, and experimentation (e.g., A/B testing) to improve targeting, personalization, and ROI. Collaborate with COE teams to enhance predictive capabilities and automation.

  • Data Infrastructure: Collaborate with data engineering and IT to ensure scalable, secure, and accessible data pipelines and tools.

  • Innovation & Trends: Stay current on analytics trends, tools, and technologies, and champion their adoption where appropriate.

Qualifications

  • 10+ years experience in Analytics with progressive leadership

  • Experience leading teams in Sales Analytics

  • Expert level executive level stakeholder management and presentation

Special Factors

Sponsorship

Vanguard is 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.

Top Skills

A/B Testing
Machine Learning
Statistical Modeling
Am I A Good Fit?
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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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