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.
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