Vanguard
Business Intelligence User Training & Adoption - Financial Advisor Services
We are seeking a collaborative, client focused and results-oriented professional to join the FAS Business Intelligence team. This is a unique opportunity that will directly enable the vision of continuing to bring business, technology, and data closer together. You will partner closely with members of the FAS Digital and Analytics organization and cross divisional partners to manage a portfolio of initiatives that enhance our analytics ecosystem, improve operational efficiency and deliver proactive insights to FAS. The ideal candidate should possess strong problem-solving skills, relationship management skills, curiosity and previous experience with Data and/or technology teams.
Core Responsibilities
Manage programs or major workstreams of a broader program. Ensure that the scope of the program aligns with business priorities and that business value is properly measured for prioritization.
Develop and maintain broad knowledge and awareness of Financial Services industry forces, competition, and trends to act as a trusted advisor throughout the project lifecycle. Monitor financial, legal, and other regulatory environments to ensure projects are aligned with the overall company strategy and market conditions.
Communicate with stakeholders, leaders, team members, management, and department partners to ensure that requirements and priorities are understood. Monitor project progress and results and submit regular status reports to management and internal and external stakeholders. Ensure the development and execution of business change management and communication plans.
Build and maintain relationships across program stakeholders and proactively foster effective communication between internal and external parties. Drive key decisions to ensure alignment with overarching goals across stakeholders.
Ensure all steps are taken to mitigate risk and maintain control, compliance, audit, and legal requirements. Maintain an appropriate level of technical and business knowledge to support program implementation.
Participate in special projects and perform other duties as assigned.
Qualifications
- Minimum of five years related work experience. Two years of managing a project preferred. Financial Services and Data and/or Technology experience preferred.
- Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.
- Communication & user training experience preferred
- Analytical and problem-solving skills. Ability to recognize and develop constructive ideas.
- Proven time and priority management skills. Ability to work independently and with a team. Strong attention to detail, and ability to manage multiple tasks.
- Proven ability to initiate, plan and execute projects, and produce timely deliverables.
- Excellent interpersonal skills and ability to build lasting relationships with clients
- Excellent verbal and written communication skills.
- Meeting management and group presentation skills.
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.
Top Skills
Vanguard Charlotte, North Carolina, USA Office
Two North Falls Plaza, Charlotte, NC, United States, 28217
Similar Jobs
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
