Senior Strategy Analyst, Goal Setting - Financial Advisor Services (FAS)
At Vanguard, we are transforming our distribution ecosystem—and setting clear, fair, and strategically aligned goals to incentivize performance is a critical part of that journey. As the Senior Strategy Analyst for Goal Setting within our Financial Advisor Services (FAS) business, you will support the annual sales goal-setting process that helps translate business strategy into measurable expectations for our sales teams.
Your work will help ensure goals are analytically grounded, consistently governed, and understood across all incentive compensated roles—supporting performance, accountability, and alignment with Vanguard’s mission.
Responsibilities
Support Annual Goal Setting: Help develop annual sales goals ensuring targets are grounded in business priorities, historical performance, planned investments, and growth expectations.
Translate Strategy into Targets: Partner with Distribution Strategy, Finance, Sales leadership, and other internal partners to connect enterprise, divisional, and channel-level priorities to practical goals for advisor-facing teams.
Support Governance and Documentation: Maintain clear documentation of assumptions, methodologies, decisions, and approvals to support transparency, consistency, and auditability throughout the goal-setting process.
Monitor Goal Attainment: Track progress against goals, identify trends or outliers, and produce insights that help leaders evaluate goal effectiveness and inform future goal-setting cycles.
The Ideal Candidate
You are an analytical and detail-oriented strategy professional who understands how thoughtful goal setting can motivate performance, reinforce accountability, and align sales execution with business priorities.
You are comfortable working with data, partnering across functions, and translating complex analysis into clear recommendations that leaders can use to make informed decisions.
You will bring:
5+ years of experience in sales strategy, compensation goal setting, distribution planning, finance, analytics, or a related function within asset management, wealth management, or financial services.
Strong analytical skills with experience conducting forecasting analysis, and using performance data, business assumptions, and projections to develop recommendations.
Ability to synthesize quantitative and qualitative inputs into clear goal-setting narratives, options, and decision-ready materials.
Comfort operating in a matrixed environment and partnering effectively with Sales, Finance, HR, Legal, Data & Analytics, and Distribution Strategy teams.
Excellent communication skills and attention to detail, with the ability to create accurate, executive-ready materials and explain goal-setting methodologies clearly.
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
- 5+ years of experience in sales strategy, compensation goal setting, distribution planning, finance, analytics, or related function within asset management, wealth management, or financial services
- Strong analytical skills with experience conducting forecasting analysis and using performance data, assumptions, and projections to develop recommendations
- Ability to synthesize quantitative and qualitative inputs into clear goal-setting narratives, options, and decision-ready materials
- Experience partnering effectively across functions (Sales, Finance, HR, Legal, Data & Analytics, Distribution Strategy) in a matrixed environment
- Excellent communication skills and attention to detail, with ability to create accurate, executive-ready materials and explain methodologies clearly
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.
