PI (Personal Investor) CDAO (Chief Data and Analytics Office)Growth is a team at the center of Personal Investor growth efforts, with an offer set that spans across experimentation, measurement, advanced analytics, and data storytelling to deliver on growth focused outcomes. Our mission is to deliver insights, AI/ML solutions, and data-driven strategies in order to attract, retain and position high-value investment products and services to existing and future clients.
This role will focus on enabling and measuring growth for Personal Investor
sales crew, products and offers. It will involve thought leadership for Personal Investor growth initiatives in collaboration with partners across Personal Investor and the Enterprise, such as Sales, Brokerage & Investments, Strategic Enablement, our peers within PI CDAO and CAI. You will be involved in the development of short- and long-term growth strategies, the evolution of insight capabilities, creation of analysis and measurement across our existing or potential products, thought leadership for our Sales partnerships, and enabling our PI CDAO Growth offer.
Want more jobs like this?
Get Data and Analytics jobs delivered to your inbox every week.
Key traits include :
- strong data, technical and business acumen specifically for Personal Investor
- fluency across sales, personal advice, data infrastructure and performance measurement
- experience in building strong relationships with senior business partners
- track record of successful leadership and maturing teams while working through ambiguity
- passion for people leadership, coaching, and team-building
What this role will require:
- Previous Data and Analytics leadership experience
- Someone who is savvy in Agile Teams (Jira experience)
- Experience leading teams with Data Visualization experience
Nice to have:
- Experience leading offshore resources
Core Responsibilities
1. Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
2. Oversees a team of advanced data analysts as they work with key stakeholders to understand business strategy, questions and goals. Provides sponsorship and subject-matter-expertise to ensure the successful completion of a portfolio of strategic data projects.
3. Leads team of analysts as they and deliver presentations that translate analytic insights into tangible, actionable solutions for business partners to implement. Provides expert consulting to create recommendations that incorporate an understanding of both the business unit's operational goals and the analytics skills, tools, data and processes to achieve them. Presents findings to senior leadership.
4. Collects, analyzes, and communicates statistics related to daily business operations. Uses findings to develop processes, procedures, and workflows to improve operational effectiveness.
5. Develops and maintains strong internal and external relationships in order to manage cross-departmental and cross-divisional data projects and coordinates the resolution of operational problems and issues.
6. Assists in developing short and long-term initiatives for department to align with business strategies. Participates in business planning activities and develops budgets to determine feasibility and resource needs.
7. Supports team's continuous development to advance their technical skillsets, and to stay informed of industry innovations in analytics and tools.
8. Defines internal and/or external suite of products and custom and scalable analyses to meet stakeholders' needs for information and insights. Researches and applies industry best practices and market trends.
9. Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of eight years related work experience.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
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.