Vanguard

Advisor Client Insights – Senior Lead Data Analyst

Vanguard

3 months ago
Malvern, PA
Hybrid
Full Time
Senior
0 applicants
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Vanguard
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About this role

The Senior Lead Data Analyst for Advisor Client Insights uses advanced analytics and research to uncover trends, concerns, and behaviors among investors served by advisors. They translate those findings into actionable intelligence and clear reports for FAS leaders and Sales Executives to inform advisor engagement strategies. The role partners with Wealth Management Analytics and sales stakeholders to integrate advisor and client perspectives and shape strategic conversations.

Skills

Qualifications

Undergraduate DegreeGraduate Degree Preferred8+ Years Experience
Vanguard

About Vanguard

vanguardjobs.com

Vanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.

About Vanguard

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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