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Vanguard · 1 month ago

Senior Director, Data and Analytics, Advice & Wealth Management

Charlotte, NC

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Vanguard is scaling a modern, data driven Advice & Wealth Management business, aiming to double the AUM by 2030. They are looking for a Senior Director, Data and Analytics to lead the data analytics strategy across multiple teams, fostering a culture of excellence and innovation to enhance client satisfaction and investment outcomes.

FinanceFinancial Services

No H1B

Responsibilities

Determine and oversee the AWM strategy and program for the adoption and implementation of divisional analytics tools. Develop and maintain strategic plans to ensure data, tools and approaches meet evolving business demands. Leverage AWM and enterprise-wide analytics and data capabilities; identify gaps, then propose and implement solutions

Develop strong partnerships with business partners to establish efficient analytics and business intelligence tools, frameworks, and capabilities. Educate business leaders about self-service tools and provide support for teams as they stand up internal functions

Partner and consult with senior management to deliver AWM level analytical insights and metrics on Vanguard's strategy and client base. Delivery the leadership dashboard with KPI’s that help inform actionable insights and strategic direction

Hire, build and scale teams with expertise in advanced analytics, data engineering, analytics consulting, and business acumen. Oversee training strategy to foster development of analytical acumen for crew and leaders across Vanguard. Set performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures

Stay ahead of industry, market, and company trends. Ensures that Vanguard's use of analytics tools is scalable and sustainable. Serve as a leader of Vanguard's analytics community and contributes to expertise. Represents Vanguard in external industry events and proactively forms external relationships to bring in new ideas, technology, and talents

Participate in the development of the AWM budget, including the identification of technology investments and budget allocation to support these tools. Review expenses and ensure unit operates within budgetary guidelines

Qualification

Data analytics strategyData platforms expertiseAI/ML integrationTeam leadershipData governanceStakeholder managementIntellectual curiosityCommunication skills