Advisor Client Insights – Senior Lead Data Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Vanguard · 3 weeks ago

Advisor Client Insights – Senior Lead Data Analyst

Vanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking a Senior Lead Data Analyst for Advisor Client Insights to leverage advanced analytics and scientific techniques to uncover client concerns and behaviors, translating these findings into actionable intelligence for teams to enhance strategic conversations with advisors.

FinanceFinancial Services
badNo H1Bnote

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. Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for enterprise-wide strategic initiatives
Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness. Leads the development of data quality standards, and the tools and methods used to measure and improve data quality
Performs analyses of data from multiple sources to surface trends and insights using advanced analytical methods and machine learning. Validates analytical techniques employed by other analysts
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. Demonstrates expertise in data visualization and mentors analysts on data visualization best practices
Develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Stays abreast of emerging trends and external best practices. Participates and presents during scheduled analytics seminars
Participates in special projects and performs other duties as assigned

Qualification

Data analyticsStatistical modelingData visualization toolsResearch methodologiesFinancial services experienceCommunicationStrategic thinking

Required

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
Strong communication skills to convey complex findings clearly and persuasively
Strategic thinking and ability to prioritize projects for maximum business impact
Minimum of eight years related work experience
Undergraduate degree or equivalent combination of training and experience

Preferred

Background in financial services and familiarity with advisor-client dynamics
Graduate degree preferred

Company

Vanguard

company-logo
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
ic@3401
2017-03-31Non Equity Assistance

Leadership Team

leader-logo
Salim Ramji
Chief Executive Officer
linkedin
leader-logo
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
linkedin
Company data provided by crunchbase