Advisor Client Insights
2 days ago
As the Senior Lead Data Analyst for Advisor Client Insights, you will leverage advanced analytics and scientific techniques to uncover what advised clients care about most. Your work will focus on identifying emerging trends, concerns, and behaviors among end investors served by advisors, and translating these findings into actionable intelligence for FAS leaders and Sales Executives. These insights will enable our teams to have informed, strategic conversations with advisors-such as "Here's what your clients are likely worried about right now" or "These are the topics resonating most with investors."
In this role, you will lead research initiatives that combine quantitative analysis, qualitative insights, and market data to produce clear, compelling narratives. You will design and deliver reports and presentations that transform complex data into practical recommendations. A key aspect of this role is partnering closely with Wealth Management Analytics to integrate deep investor insights with advisor engagement strategies, ensuring that our intelligence reflects both advisor and client perspectives. Collaboration will be essential-you will work with Sales Executives and senior FAS stakeholders to ensure insights are timely, relevant, and aligned with business priorities. By connecting data to advisor-client dynamics, you will help FAS anticipate needs, shape engagement strategies, and foster closer relationships with advisors.
Required Skills & Experience
- 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.
- Background in financial services and familiarity with advisor-client dynamics preferred.
1. 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.
2. 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.
3. 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.
4. Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for senior leader stakeholders to implement.
5. Develops, owns and manages recurring analytic or reporting processes. Demonstrates expertise in data visualization and mentors analysts on data visualization best practices.
6. 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.
7. 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
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
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.
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