PI (Personal Investor) CDAO (Chief Data and Analytics Office)Growth is a team at the center of Personal Investor growth efforts, with an offer set that spans across experimentation, measurement, advanced analytics, and data storytelling to deliver on growth focused outcomes. Our mission is to deliver insights, AI/ML solutions, and data-driven strategies in order to attract, retain and position high-value investment products and services to existing and future clients.
This role will focus on enabling and measuring growth for Personal Investor
sales crew, products and offers. It will involve thought leadership for Personal Investor growth initiatives in collaboration with partners across Personal Investor and the Enterprise, such as Sales, Brokerage & Investments, Strategic Enablement, our peers within PI CDAO and CAI. You will be involved in the development of short- and long-term growth strategies, the evolution of insight capabilities, creation of analysis and measurement across our existing or potential products, thought leadership for our Sales partnerships, and enabling our PI CDAO Growth offer.
Key traits include:
- strong data, technical and business acumen specifically for Personal Investor
- fluency across sales, personal advice, data infrastructure and performance measurement
- experience in building strong relationships with senior business partners
- track record of successful leadership and maturing teams while working through ambiguity
- passion for people leadership, coaching, and team-building
What this role will require:
- Previous Data and Analytics leadership experience
- Someone who is savvy in Agile Teams (Jira experience)
- Experience leading teams with Data Visualization experience
Nice to have:
- Experience leading offshore resources
Core Responsibilities
- Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
- Oversees a team of advanced data analysts as they work with key stakeholders to understand business strategy, questions and goals. Provides sponsorship and subject-matter-expertise to ensure the successful completion of a portfolio of strategic data projects.
- Leads team of analysts as they and deliver presentations that translate analytic insights into tangible, actionable solutions for business partners to implement. Provides expert consulting to create recommendations that incorporate an understanding of both the business unit's operational goals and the analytics skills, tools, data and processes to achieve them. Presents findings to senior leadership.
- Collects, analyzes, and communicates statistics related to daily business operations. Uses findings to develop processes, procedures, and workflows to improve operational effectiveness.
- Develops and maintains strong internal and external relationships in order to manage cross-departmental and cross-divisional data projects and coordinates the resolution of operational problems and issues.
- Assists in developing short and long-term initiatives for department to align with business strategies. Participates in business planning activities and develops budgets to determine feasibility and resource needs.
- Supports team's continuous development to advance their technical skillsets, and to stay informed of industry innovations in analytics and tools.
- Defines internal and/or external suite of products and custom and scalable analyses to meet stakeholders' needs for information and insights. Researches and applies industry best practices and market trends.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of eight years related work experience.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
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.