FAS is looking to deliver data-driven research about advised clients to empower Sales Executives and FAS leaders in strategic conversations, anticipating client needs, strengthening advisor relationships, and driving business impact.
Requirements
- Expertise in data analytics, statistical modeling, and research methodologies.
- Ability to synthesize large datasets into meaningful insights for senior stakeholders.
- Proficiency with data visualization tools and storytelling techniques.
- Background in financial services and familiarity with advisor-client dynamics preferred.
- Strong communication skills to convey complex findings clearly and persuasively.
- Strategic thinking and ability to prioritize projects for maximum business impact.
- Machine learning
Responsibilities
- Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an analytical project approach, and leads complex projects through completion.
- Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.
- Performs analyses of data from multiple sources to surface trends and insights using advanced analytical methods and machine learning.
- Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for senior leader stakeholders to implement.
- Develops, owns and manages recurring analytic or reporting processes.
- Develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training.
- Participates in special projects and performs other duties as assigned.
Other
- Minimum of eight years related work experience.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- Strong communication skills to convey complex findings clearly and persuasively.
- Strategic thinking and ability to prioritize projects for maximum business impact.
- Vanguard is not offering visa sponsorship for this position.
