
Dallas, TX, US
Malvern, PA, US
Dallas, TX, US
Drive data driven solutions that change how the world invests
Vanguard’s Enterprise Advice (EA) Organization, in partnership with the Data & Analytics Organization, is embarking on a critical transformation to reimagine and enhance how data can help our clients achieve even greater investment success. In EA, our vision is to empower millions of global investors to achieve financial success with trusted advice and perspectives through world-class investor outcomes, product innovation, scale and reliability, and diverse talent. Our agenda relies heavily on a leading-edge, cloud-based, AI/ML-driven strategy that enables market-leading capabilities for our clients. We will depend on data to capitalize on untapped potential, like bringing financial planning and client experience together to emphasize personalization in advice solutions. We aspire to undertake tens of thousands of scenarios and projections using our leading models, methodologies, and intimate knowledge of our investors to drive unique insights and offer enhancements that will change the way investors think about advice. Vanguard has developed this new role, the Head of Advice Data & Analytics, to drive this agenda in deep collaboration with other Advice and Data & Analytics leaders across the Vanguard enterprise.
We will rely on this leader, in partnership with the Data & Analytics Organization, to provide thought leadership and high-level oversight to help Vanguard mature and elevate our data & analytics practices and enable a holistic view of all advice data. We’ll look to this leader to define and build enterprise-wide advice capabilities for data reporting, analytics, and intelligence, including data governance and privacy, that drive business outcomes. The potential for impact on our advice strategy is off-the-charts, spanning Vanguard’s global business lines which include personal and institutional investors.
This leadership role will report directly to the Head of Enterprise Advice, with a matrix reporting relationship to the Chief Data Analytics Officer and will have a one-of-a-kind opportunity to influence and propel Vanguard’s advice, data, and technology strategies. The Head of Advice Data & Analytics will consolidate existing advice data groups and be entrusted with developing team culture, enriching collaboration, and enhancing impact across the enterprise advice domain. They will oversee a team of data scientists, and other data and analytics professionals focused on capabilities including AI/ML, data engineering, operational reporting, decision-making analytics, client-facing data products, and cross-functional value creation.
What you will do:
1. Hire, evaluate, and lead a dynamic team. Provide guidance and training as necessary to develop talent. Mentor, upskill and inspire the data analytics workforce.
2. Lead a team of AI/ML professionals, data engineering and governance and data & analytics professionals to drive use of data to differentiate Vanguard. This includes, but not limited to, leading applications of data and advanced analytics to improve Vanguard service offering and personalization to improve our ability to drive financial outcomes to clients.
3. Create and maintain an enterprise advice data strategy deploying execution plans that create insights to achieve both strategic and tactical goals. This includes ensuring data integrity, governance, and appropriate controls are in place; operational reporting and dashboards are timely and created with accurate data; analytics generate insights that help direct business leaders’ goals.
4. Champion the use of experimentation to inform decision making in business processes, advice products, or client experience.
5. Serve as trusted partner to senior-most business leaders to advance the advice data strategy throughout the advice ecosystem across Vanguard’s global business.
6. Oversee the advice domain’s data governance program that is closely aligned to the enterprise data governance program. This includes the data governance framework for client, crew, operational/transactional, marketing/digital, product/investment, and third-party data. Provides leadership and both strategic and tactical guidance/oversight to the data stewardship community (data managers and data administrators).
7. Build, partner, and manage stakeholder relationships throughout complex data projects across business areas with the department and across the firm. Balance data and analytics strategy, governance, and quality to ensure consistency across teams. Act as a senior point of contact for external parties.
8. Track team performance against key financial and operations metrics, to include time to insights. Evaluate and analyze data to prioritize team actions. Oversee expected delivery dates, budget allocations, and regulatory requirements. Act as a point of escalation for time sensitive and highly complex requests.
What it Takes:
• Minimum of twelve years of related work experience. Related work experience includes business experience in strategy, customer insights, data analytics, business analytics, and applied data science, risk/control/information security, and/or process improvement disciplines.
• Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.
• Excellent leadership, strategic, and prioritization skills required. Supervisory experience required.
• Broad understanding/familiarity with Vanguard Business and the investment industry.
• Demonstrated the ability to translate technical, regulatory, and/or legal requirements into a clear, understandable actionable requirements for the business.
• Demonstrate ability to manage a diverse group of professionals and skilled at working through others along with experience in building and leading highly effective teams.
• Superior organizational and interpersonal skills with demonstrated ability to collaborate successfully up, down, and across the organization. Excellent influencing, facilitation, and partnering skills.
• Excellent written and oral communication skills, including strong presentation skills to senior management.
• The ability to work in ad-hoc/dynamic and fast-paced environment with frequent time-sensitive deadlines.
Special Factor
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we’re changing the way the world invests.
For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let’s make it count.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
Drive data driven solutions that change how the world invests
Vanguard’s Enterprise Advice (EA) Organization, in partnership with the Data & Analytics Organization, is embarking on a critical transformation to reimagine and enhance how data can help our clients achieve even greater investment success. In EA, our vision is to empower millions of global investors to achieve financial success with trusted advice and perspectives through world-class investor outcomes, product innovation, scale and reliability, and diverse talent. Our agenda relies heavily on a leading-edge, cloud-based, AI/ML-driven strategy that enables market-leading capabilities for our clients. We will depend on data to capitalize on untapped potential, like bringing financial planning and client experience together to emphasize personalization in advice solutions. We aspire to undertake tens of thousands of scenarios and projections using our leading models, methodologies, and intimate knowledge of our investors to drive unique insights and offer enhancements that will change the way investors think about advice. Vanguard has developed this new role, the Head of Advice Data & Analytics, to drive this agenda in deep collaboration with other Advice and Data & Analytics leaders across the Vanguard enterprise.
We will rely on this leader, in partnership with the Data & Analytics Organization, to provide thought leadership and high-level oversight to help Vanguard mature and elevate our data & analytics practices and enable a holistic view of all advice data. We’ll look to this leader to define and build enterprise-wide advice capabilities for data reporting, analytics, and intelligence, including data governance and privacy, that drive business outcomes. The potential for impact on our advice strategy is off-the-charts, spanning Vanguard’s global business lines which include personal and institutional investors.
This leadership role will report directly to the Head of Enterprise Advice, with a matrix reporting relationship to the Chief Data Analytics Officer and will have a one-of-a-kind opportunity to influence and propel Vanguard’s advice, data, and technology strategies. The Head of Advice Data & Analytics will consolidate existing advice data groups and be entrusted with developing team culture, enriching collaboration, and enhancing impact across the enterprise advice domain. They will oversee a team of data scientists, and other data and analytics professionals focused on capabilities including AI/ML, data engineering, operational reporting, decision-making analytics, client-facing data products, and cross-functional value creation.
What you will do:
1. Hire, evaluate, and lead a dynamic team. Provide guidance and training as necessary to develop talent. Mentor, upskill and inspire the data analytics workforce.
2. Lead a team of AI/ML professionals, data engineering and governance and data & analytics professionals to drive use of data to differentiate Vanguard. This includes, but not limited to, leading applications of data and advanced analytics to improve Vanguard service offering and personalization to improve our ability to drive financial outcomes to clients.
3. Create and maintain an enterprise advice data strategy deploying execution plans that create insights to achieve both strategic and tactical goals. This includes ensuring data integrity, governance, and appropriate controls are in place; operational reporting and dashboards are timely and created with accurate data; analytics generate insights that help direct business leaders’ goals.
4. Champion the use of experimentation to inform decision making in business processes, advice products, or client experience.
5. Serve as trusted partner to senior-most business leaders to advance the advice data strategy throughout the advice ecosystem across Vanguard’s global business.
6. Oversee the advice domain’s data governance program that is closely aligned to the enterprise data governance program. This includes the data governance framework for client, crew, operational/transactional, marketing/digital, product/investment, and third-party data. Provides leadership and both strategic and tactical guidance/oversight to the data stewardship community (data managers and data administrators).
7. Build, partner, and manage stakeholder relationships throughout complex data projects across business areas with the department and across the firm. Balance data and analytics strategy, governance, and quality to ensure consistency across teams. Act as a senior point of contact for external parties.
8. Track team performance against key financial and operations metrics, to include time to insights. Evaluate and analyze data to prioritize team actions. Oversee expected delivery dates, budget allocations, and regulatory requirements. Act as a point of escalation for time sensitive and highly complex requests.
What it Takes:
• Minimum of twelve years of related work experience. Related work experience includes business experience in strategy, customer insights, data analytics, business analytics, and applied data science, risk/control/information security, and/or process improvement disciplines.
• Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.
• Excellent leadership, strategic, and prioritization skills required. Supervisory experience required.
• Broad understanding/familiarity with Vanguard Business and the investment industry.
• Demonstrated the ability to translate technical, regulatory, and/or legal requirements into a clear, understandable actionable requirements for the business.
• Demonstrate ability to manage a diverse group of professionals and skilled at working through others along with experience in building and leading highly effective teams.
• Superior organizational and interpersonal skills with demonstrated ability to collaborate successfully up, down, and across the organization. Excellent influencing, facilitation, and partnering skills.
• Excellent written and oral communication skills, including strong presentation skills to senior management.
• The ability to work in ad-hoc/dynamic and fast-paced environment with frequent time-sensitive deadlines.
Special Factor
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we’re changing the way the world invests.
For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let’s make it count.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.