Hybrid Data Analyst, Specialist

Posted 9 hours ago

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About the role

  • Senior Data Analyst shaping data-driven insights for Wealth Management at Vanguard. Delivering impactful analytics and collaborating with senior leadership to enhance client services.

Responsibilities

  • Elevate the Wealth Management BI product portfolio by delivering best-in-class data visualization and analytics experiences.
  • Deliver deep insights into Relationship Manager (RM) and Advisor performance to inform coaching and strategic investments.
  • Partner with senior leaders across to shape the future of Vanguard’s Wealth offer through data-driven insights.
  • Design, build, and own high-impact dashboards, reports, and analytical assets used by senior leaders.
  • Translate ambiguous business questions into clear analytical approaches.
  • Develop compelling data visualizations and narratives that influence decisions at the executive level.
  • Act as a thought partner to stakeholders, proactively identifying opportunities where analytics can improve performance.

Requirements

  • 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.

Benefits

  • Flexible working hours
  • Professional development opportunities

Job title

Data Analyst, Specialist

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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