Vanguard · 1 day ago
Data Analyst, Specialist
Charlotte, NC
Full-time
Hybrid
Senior Level
5+ years expVanguard is seeking multiple Senior Data Analysts to join their Wealth Management Business Analytics team, playing a pivotal role in shaping data-driven decision-making across the organization. The role focuses on enhancing business intelligence capabilities and delivering insights that improve client and business outcomes.
FinanceFinancial Services
No H1B
Responsibilities
Elevate the Wealth Management BI product portfolio by delivering best-in-class data visualization and analytics experiences, while helping establish a scalable, sustainable self-service analytics capability for business partners
Deliver deep insights into Relationship Manager (RM) and Advisor performance, client interactions, and engagement trends to inform coaching, resource allocation, and strategic investments that improve both client and business outcomes
Partner with senior leaders across to shape the future of Vanguard’s Wealth offer, distribution strategy, and service model through data-driven insights and storytelling
Design, build, and own high-impact dashboards, reports, and analytical assets used by senior leaders and frontline teams
Translate ambiguous business questions into clear analytical approaches, leveraging multiple data sources to uncover actionable insights
Develop compelling data visualizations and narratives that influence decisions at the executive level
Help define standards and best practices for data visualization, dashboard design, and insight delivery
Support the evolution of self-service analytics by enabling business users with intuitive tools, trusted data, and clear documentation
Collaborate closely with data engineering, product, and technology partners to ensure data quality, scalability, and alignment with enterprise standards
Act as a thought partner to stakeholders, proactively identifying opportunities where analytics can improve performance, efficiency, or client experience
Qualification
Required
5+ years of experience in data analytics, business intelligence, or a related role, ideally within financial services, wealth management, or a complex regulated environment
Strong expertise in BI and visualization tools (e.g., Tableau, Power BI, or similar), with a proven track record of building executive-ready dashboards
Advanced SQL skills and experience working with large, complex datasets; familiarity with modern data platforms is a plus
Demonstrated ability to translate data into insights and insights into influence—especially with senior stakeholders
Comfort operating in ambiguity and shaping analytical solutions where requirements are not fully defined
Strong communication skills, with the ability to tell clear, compelling stories with data
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
Company data provided by crunchbase