Join our Advice and Wealth Digital Enablement team within Vanguard’s Personal Wealth division.
Our team is responsible for turning strategy into an executable portfolio — aligning intake, priorities, resources, reporting and governance across multiple digital product families.
This role combines people leadership, analytics expertise, and workforce strategy to ensure the business has the visibility, talent, and capacity needed to achieve strategic objectives.
The successful candidate will partner closely with business leaders, Finance, HR, and Technology teams to provide actionable insights, optimize workforce investments, and drive operational excellence.
Core Responsibilities
Lead and develop a team of data analysts fostering a culture of accountability, collaboration, and continuous improvement.
Deliver actionable analytics, dashboards, and executive reporting to support strategic decision-making.
Oversee workforce planning activities, including capacity management, demand forecasting, resource allocation, and talent gap analysis.
Partner with business leaders, Finance, HR, and Technology to align workforce strategies with business priorities and future growth needs.
Monitor workforce performance, utilization, and organizational health, providing recommendations to optimize efficiency and effectiveness.
Drive strategic planning, operational excellence, and continuous improvement initiatives through data-driven insights.
Present workforce trends, risks, opportunities, and recommendations to senior leadership and key stakeholders.
Ensure data quality, governance, and reporting standards are maintained across analytics and workforce planning activities.
Lead high-impact data initiatives, such as AI-driven analytics, big data projects, and process automation, to enhance business intelligence capabilities.
Qualifications
Required
Bachelor's degree in Business, Data Analytics, Statistics, Finance, Human Resources, or a related field.
5+ years of experience in data analytics, workforce planning, business operations, or related disciplines.
3+ years of experience leading and developing teams.
Experience with workforce forecasting, capacity planning, resource management, and performance reporting.
Strong analytical and problem-solving skills with the ability to translate complex data into business insights.
Proficiency with data visualization and reporting tools (e.g., Power BI, Tableau).
Strong communication and stakeholder management skills.
Preferred
Master's degree in a related discipline.
Experience supporting portfolio management, technology, product, or enterprise operations organizations.
Knowledge of workforce planning frameworks, organizational effectiveness, and capacity management practices.
Experience with SQL, Python, or advanced analytics tools.
Familiarity with Agile and strategic planning methodologies.
Leadership Competencies
Strategic Thinking
People Leadership & Talent Development
Data-Driven Decision Making
Workforce Planning & Resource Management
Business Acumen
Executive Communication
Stakeholder Influence
Operational Excellence
Change Leadership
Collaboration & Partnership
Success Profile
Success in this role is demonstrated through the development of a high-performing team, delivery of meaningful business insights, accurate workforce forecasting, and the ability to influence strategic decisions through data-driven recommendations. The manager will create transparency into workforce capacity, resource utilization, and organizational performance while helping leaders make informed investment and staffing decisions.
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
- Bachelor's degree in Business, Data Analytics, Statistics, Finance, Human Resources, or a related field.
- 5+ years of experience in data analytics, workforce planning, business operations, or related disciplines.
- 3+ years of experience leading and developing teams.
- Experience with workforce forecasting, capacity planning, resource management, and performance reporting.
- Strong analytical and problem-solving skills with the ability to translate complex data into business insights.
- Proficiency with data visualization and reporting tools (e.g., Power BI, Tableau).
- Strong communication and stakeholder management skills.
- Master's degree in a related discipline.
- Experience supporting portfolio management, technology, product, or enterprise operations organizations.
- Knowledge of workforce planning frameworks, organizational effectiveness, and capacity management practices.
- Experience with SQL, Python, or advanced analytics tools.
- Familiarity with Agile and strategic planning methodologies.
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.
