Data Analyst, Specialist

Job Description: Analyst – Client Experience Analytics (Signals & Friction Reduction)
 

Join the Client Experience Analytics team and play a pivotal role in advancing two of Advice & Wealth Management’s top strategic priorities: the Signals Program and the Friction Reduction System (FRS). This role is ideal for a creative, self-starting analyst who thrives in a product-oriented environment, brings an owner’s mindset, and is passionate about solving complex problems and anticipating business needs.
About the Strategic Programs:
• Signals Program: Empowers Relationship Managers and Advisors with personalized, data-driven insights to proactively position products and services aligned with clients’ goals—enhancing engagement and deepening relationships.
• Friction Reduction System (FRS): Leverages large language models and advanced analytics to detect, remediate, and prevent client pain points—enabling the business to act on both micro-level issues and macro-level trends to continuously improve the client experience.
 

Responsibilities

• Identify and assess new data-driven use cases to uncover impactful opportunities across programs
• Analyze AI-generated and historical data to extract actionable insights and strategic recommendations
• Translate complex analytics into clear, compelling stories that demonstrate business value and engage stakeholders
• Design and maintain frameworks to monitor program health and support continuous improvement
• Collaborate with internal partners to understand business goals and shape analytical project approaches
• Lead end-to-end execution of complex analytics projects, providing guidance and delegating tasks as needed
• Acquire, validate, and manage structured and unstructured data to ensure quality and reliability
• Develop and deliver visualizations and presentations that turn insights into actionable business solutions
• Own and manage recurring reporting and analytics processes
• Mentor and coach peers while contributing to the broader analytics community through training and knowledge sharing
• Support strategic initiatives and participate in special projects as needed

Qualifications

• Minimum of five years related work experience.
• Stakeholder Management – Drive process maintain client focus Organizational Savvy
• Technical skills – Python, SQL, R, Excell, Tableau, Power BI preferred
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Special Factors

Sponsorship

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.