Senior Strategy Analyst - Financial Advisor Services (FAS)

At Vanguard, we are continually evolving our distribution strategy. As the Senior Strategy Analyst for our Financial Advisor Services (FAS) business, you will help shape the future of our distribution strategy by measuring client engagement, evaluating business health, and producing insights and strategies to drive

client loyalty. Your work ensures Vanguard remains a trusted partner for advisors nationwide.

Responsibilities

• Evaluate Client Engagement: Track and analyze client engagement metrics to develop strategies that drive client loyalty.
• Monitor Business Health: Build reporting frameworks and deliver actionable insights to continuously assess and improve business health.
• Connect Insights to Action: Translate NPS/VOC feedback and performance metrics into recommendations that strengthen strategic health.
• Support Strategic Planning: Contribute to the development and refinement of long-term distribution strategies and roadmaps.
• Analyze and Assess: Monitor industry trends, competitive intelligence, and advisor needs to inform strategic decisions.

The Ideal Candidate

You are a strategic thinker with strong analytical skills and a passion for shaping the future of distribution.

You thrive in collaborative environments and can translate insights into actionable recommendations.

You will bring:

• 5+ years of experience in distribution strategy development, business health assessment, or client engagement analysis within asset management, wealth, or financial advisor services.
• Strong analytical and problem-solving skills with experience in market research and competitive analysis.
• Ability to synthesize insights from multiple sources (NPS/VOC, industry trends, performance data) into clear recommendations.
• Comfort working in matrixed environments and influencing across functions.
• Excellent communication skills and proficiency in creating executive-ready materials.

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.

Client-provided location(s): Charlotte, NC, Malvern, PA

Job ID: Vanguard-171908

Employment Type: FULL_TIME

Posted: 2025-11-19T20:36:02