Analytics Strategist- CXD

In partnership with Client Experience and Digital (CXD) within the Personal Investor division, Vanguard's Chief Data and Analytics Office (CDAO) is embarking on a critical transformation drive CXD's vision of attaining world class CX.

CXD’s vision is to take a stand for our clients and how they experience Vanguard. CXD promises to create meaningful world-class experiences that exceed client expectations, positioning Vanguard as the trusted financial partner and industry disruptor. Data and analytics are at the heart of activating this vision, enabling us to enhance the client experience, and improve and transform our suite of digital products.

As an Analytics Strategist you will play a critical role in implementing the use of advanced analytics into business processes to drive strategic decision making and deepen understanding of Vanguard investors. You will support multiple cross-functional teams, and use quantitative methods to inform strategy, uncover areas of opportunity, and enhance the client experience. You will perform descriptive and predictive analyses, design and measure experiments with statistical rigor, and visualize data to deliver actionable insights. You will deliver strategic insights and influence business and technology leaders using consultative skills and storytelling with data.

This role will bring together different functional teams and divisions deliver client experience insights holistically with a client-first mindset. You will be managing across several stakeholders and providing the thought leadership to distill client journey data, assess trends, and develop actionable client experience insights and recommendations supporting CXD’s strategic business initiatives.

This is a senior-level individual contributor role that will drive strategy and roadmap development, lead cross-cutting initiatives, and leverage data and analytics to optimize decisions. The ideal candidate will have a growth mindset, be proactive, and possess the ability to operate at a high level of altitude, focusing on strategic and executive realms.

If you are a strategic thinker with a passion for driving innovation and a proven track record in building analytics strategy and delivering complex initiatives end to end in a cross-functional environment, we invite you to apply for this exciting opportunity!

Role Requirements:

• Advance data-driven decision making: Utilize advanced data and analytics methods to identify opportunities, evaluate alternatives, optimize decisions, measure impact and share insights/recommendations for continuous improvement/transformation
• Big Picture Strategic Ideation: Connect the dots across the full breadth of superfamily/channel OKRs vs. the current state to design the analytical vision, roadmaps and prioritize initiatives.
• Cross-Functional Collaboration: Act as a true peer in driving strategy and roadmap, working closely with cross-functional teams to facilitate effective use of data
• Stakeholder Management: Communicate with and manage senior stakeholder relationships to drive strategic direction and roadmap development.
• Autonomy and Proactivity: Ability to carve out your own initiatives and workplan based on department priorities, chalk out the course, roles and responsibilities for all supporting team members
• Growth Mindset: Be responsible for your continuous learning. Stay on top of latest analytics and data science methods, use case and technologies to drive efficiency and impact using data
• Executive Presence: Participate in key high-priority and strategic leadership meetings and enterprise initiative discussions to maintain a big-picture viewpoint. Articulate complex concepts to a variety of audience in a crisp and impactful fashion.
• Thought Leadership: Connect diverse ideas and/or bring structure to high impact problems for business/product. Translate high complexity CX problems into an analytical framework, and lead complex projects through from ideation to completion.
• Collaborative mindset: Delegate tasks and provide tactical and strategic guidance to peer analysts, data engineers and data scientists. Serve as the analytics expert on cross-functional teams for enterprise-wide strategic initiatives.
• Analytics and Data Science Expertise: Expertise to perform data analysis from multiple sources to surface trends and insights using advanced analytical methods. Drive innovative and sophisticated experimentation across multiple families to identify and implement innovative CX solutions.

Key Candidate Competencies

• Business-oriented Technical Expertise: Deep experience using analytics and data science methods to solve business
• Curiosity and Learning: Voracious reader of internal and external sources, taking inspiration from other industries.
• Storytelling and Influence: Strong storytelling skills and the ability to influence others.
• Autonomy: Capable of working independently and autonomously
• Strategic and Executive Skills: Ability to define and influence at every level (above, below, peer) and have an executive presence.
• Collaborative Experience: Experience working collaboratively with different functions – Data (Data Engineering, Data Science, Business Intelligence) as well as Non-Data (Product, UX, Dev). Skilled in navigating a highly matrixed and cross-functional environment, humble yet proactive and committed leadership approach.
• Comfort with Ambiguity: Ability to create clarity by partnering with different functions in ambiguous and challenging situations.
• Soft Skills: Executive-level written and verbal communication skills.

Core Responsibilities

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 10 years of related work experience in advanced analytics and data science.
• Undergraduate degree in an analytic/quantitative field such as: Applied Mathematics, Statistics, Economics or related analytical field of study or equivalent combination of training and experience. A graduate level degree in an analytics focused field is strongly preferred.
• Extraordinary analytical skills, coupled with the ability to form hypotheses and draw meaningful insights from disparate data sources. The ability to understand data, process it, extract value from it, visualize it and communicate insights to audiences of various backgrounds, including senior management.
• Expert level skills in the following suite of data analysis tools: Data Extraction languages such as SQL. Proficiency with relational databases or Big Data platforms, Data Analysis packages (Python, R, SAS etc.) and Data Visualization packages (Tableau, etc.)
• Significant experience with advanced statistical and machine-learning methods such as: regression models, propensity models, segmentation, optimization, experimental test design, time series analysis, cohort analysis, Bayesian methods, decision trees, text analysis

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.

Our commitment to diversity, equity, and inclusion

Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.

Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.

Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.    

Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.

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.