We are seeking a Strategic Lead, Forecasting and Metrics Analytics to drive enterprise-level forecasting, performance measurement, and strategic insight generation to support our Financial Advisor Services (FAS) business. This role partners closely with senior leaders to translate complex financial and digital data into forward-looking intelligence that informs business strategy, goal setting, and execution.
The successful candidate will apply advanced analytical and scientific techniques to anticipate trends, identify key performance drivers, and deliver clear, decision-ready recommendations. This position plays a critical role in shaping how leaders evaluate outcomes, manage risk, and allocate resources.
Financial Advisor Services (FAS) delivers investment products and services—including ETFs and mutual funds—to financial advisors across broker-dealers, asset managers, banks, registered investment advisors, and insurance companies. FAS enables advisors to better serve their clients by providing data-driven insights that strengthen relationships and accelerate business results.
What You'll DoServe as a strategic analytics partner to senior leaders, shaping forecasting, metrics, and performance measurement approaches aligned to enterprise priorities.
Lead complex, high-impact analytical initiatives from problem definition through executive delivery.
Develop forecasting models, performance metrics, and scenario analyses that support strategic planning and goal setting.
Translate sophisticated analytical outputs into concise executive narratives, visualizations, and recommendations.
Ensure analytical rigor by validating methodologies, assumptions, and results across teams.
Establish and oversee recurring reporting and insight-generation processes that support ongoing leadership decision-making.
Set standards for data quality and analytical excellence; lead efforts to improve data reliability and usability.
Mentor and guide analysts, strengthening analytics capabilities and best practices across the organization.
Monitor emerging analytics trends, tools, and external best practices to continuously elevate insight generation.
Master’s degree or PhD in a quantitative STEM field preferred, or equivalent substantial industry experience
5+ years of relevant modeling/forecasting or analytics experience, or a combination of advanced academic work and industry experience.
Deep expertise in advanced analytics, statistical modeling, and forecasting methodologies.
Demonstrated ability to influence senior stakeholders through data-driven insights and executive communication.
Strong experience working with financial and digital data to inform strategic decisions.
Proficiency in data visualization and storytelling to translate complexity into clarity.
Experience with forecasting tools and techniques, including Prophet or comparable solutions.
Strategic mindset with the ability to prioritize work based on business impact.
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 relevant modeling/forecasting or analytics experience
- Deep expertise in advanced analytics, statistical modeling, and forecasting methodologies
- Experience with forecasting tools and techniques, including Prophet or comparable solutions
- Strong experience working with financial and digital data to inform strategic decisions
- Demonstrated ability to influence senior stakeholders through data-driven insights and executive communication
- Proficiency in data visualization and storytelling to translate complexity into clarity
- Master's degree or PhD in a quantitative STEM field or equivalent substantial industry experience
- Strategic mindset with ability to prioritize work based on business impact and mentor junior analysts
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.
