Senior Director, Data and Analytics, Advice & Wealth Management

Reposted 5 Hours Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech
The Role
The Senior Director will lead data analytics strategies for multiple teams, develop partnerships, oversee team hiring, and manage analytics governance within Vanguard's AWM division.
Summary Generated by Built In

Vanguard is scaling a modern, data driven Advice & Wealth Management business—pairing our unmatched brand trust with focused leadership, clearer ownership across product/digital/tech/ops, and a relentless client experience agenda. With $1T in operations, we aim to double the AUM by 2030. 

 

We are looking for 3 Senior Directors, Data and Analytics to be responsible for leading the data analytics strategy and management for 3 teams: Digital, Data & Strategy; Wealth Management, Operations and Risk; and Advice, Distribution and Solutions within our AWM division. The Senior Director will be an executive leader who combines technical expertise with business acumen and has proven experience in spearheading transformative analytics capabilities to shape the future of our investor experience, leveraging cutting-edge data insights to optimize investment outcomes and enhance client satisfaction for our AWM clients. This leader’s innovative approach will guide our analytics team, fostering a culture of excellence and continuous improvement.  

Core Responsibilities
  • Determine and oversee the AWM strategy and program for the adoption and implementation of divisional analytics tools. Develop and maintain strategic plans to ensure data, tools and approaches meet evolving business demands. Leverage AWM and enterprise-wide analytics and data capabilities; identify gaps, then propose and implement solutions. 
  • Develop strong partnerships with business partners to establish efficient analytics and business intelligence tools, frameworks, and capabilities. Educate business leaders about self-service tools and provide support for teams as they stand up internal functions. 
  • Partner and consult with senior management to deliver AWM level analytical insights and metrics on Vanguard's strategy and client base. Delivery the leadership dashboard with KPI’s that help inform actionable insights and strategic direction.
  • Hire, build and scale teams with expertise in advanced analytics, data engineering, analytics consulting, and business acumen. Oversee training strategy to foster development of analytical acumen for crew and leaders across Vanguard. Set performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Stay ahead of industry, market, and company trends. Ensures that Vanguard's use of analytics tools is scalable and sustainable. Serve as a leader of Vanguard's analytics community and contributes to expertise. Represents Vanguard in external industry events and proactively forms external relationships to bring in new ideas, technology, and talents.
  • Participate in the development of the AWM budget, including the identification of technology investments and budget allocation to support these tools. Review expenses and ensure unit operates within budgetary guidelines.

What It Takes

  • 10+ years of experience in data and analytics, with deep knowledge of financial services sector.
  • Experience building and leading teams of Data Analysts and Researchers within a global matrix organization.
  • Deep expertise in data platforms (cloud-native, distributed computing, data lakes/warehouses, streaming), APIs, MCPs and metadata management.
  • Familiarity with AI/ML model development, deployment and advanced analytics integration into production systems for clients and advisor teams. 
  • Proficient understanding and shaping data governance best practices across a complex organization.  Energized to partner with data owners to clean or enhance data to ensure a scalable analytics foundation and tooling can be built.
  • Demonstrated intellectual curiosity and desire for continuous improvement.
  • Strong communication and stakeholder management skills.

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.

Top Skills

AI
APIs
Cloud-Native Data Platforms
Data Analytics
Data Engineering
Data Lakes
Data Warehouses
Distributed Computing
Metadata Management
Ml
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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