Serves as the Business Partner point of contact for multiple core FAS (Financial Advisor Services) subdivisions. Responsible for overseeing and managing segments of the FAS Data and Analytics portfolio of work, partnering within CDAO (Chief Data and Analytics Office) and FAS to advise and determine how to maximize business value by leveraging data and analytics. This is a highly visible role that will engage with senior leadership across high priority functions within Vanguard Data & FAS teams.
CDAO-FAS is looking for a collaborative, client focused and results-oriented professional to s upport the portfolio of work for FAS Marketing and Advisor Solutions. This is a unique opportunity that will directly enable the vision of continuing to bring business, technology, and data closer together. You will partner closely with members of the FAS CDAO leadership team, the FAS business and other CDAO teams to help optimize client portfolio transparency & delivery, mature stakeholder communication & partnership, and improve business outcomes. The ideal candidate should possess strong relationship management skills, and previous experience with Data and Analytics teams. Having financial services background a plus!
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This Hybrid position (in office Tues-Wed-Thurs) based in Malvern, PA.
In this role you will:
- Set data strategy and resource alignment in partnership with assigned stakeholder groups.
- Manage complex relationships with multiple internal stakeholders. Support strategic planning for data teams and aligned clients. Track new opportunities, contribute to business planning activities, and drive client engagement through strategic and consultative guidance.
- Proactively assess client needs through strategic planning and consultations. Recommend service and operational enhancements. Present recommendations to key client decision makers.
- Resolve complex client issues related to data, products, services, or processes. Oversee the development and implementation of potential solutions to meet client needs.
- Responsible for producing executive level content to enable client understanding, proficiency in PowerPoint, a must.
- Drive prioritization with aligned clients and create transparency into backlog and capacity management. Evangelize value delivered through data and analytics.
- Build and maintain strong working relationships with internal team members to ensure that outcomes deliver business priorities.
- Participate in special projects and performs other duties as assigned.
What it takes:
- Minimum of 8 years' experience in financial services, data and analytics, marketing analytics, technology, strategy, and/or relationship management functions.
- Minimum of 3+ years' supporting financial services intermediary sales and/or marketing
- Undergraduate degree in a related field or the equivalent combination of training and experience. Master's degree a plus.
- Analytical and problem-solving skills. Ability to recognize and develop constructive ideas.
- Proven time and priority management skills. Ability to work independently and with a team. Strong attention to detail, and ability to manage multiple tasks.
- Proven ability to initiate, plan and execute projects, and produce timely deliverables.
- Excellent interpersonal skills and ability to build lasting relationships with clients
- Excellent verbal and written communication skills.
- Meeting management and group presentation skills.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we're changing the way the world invests.
For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let's make it count.
Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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.