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Vanguard

Head of Participant Sales & Advice Analytics

Reposted 2 Days Ago
Be an Early Applicant
In-Office
2 Locations
10-10 Annually
Expert/Leader
In-Office
2 Locations
10-10 Annually
Expert/Leader
This role leads analytics strategy and team management, focusing on sales analytics, stakeholder engagement, and data-driven performance measurement.
The summary above was generated by AI

The ideal candidate brings deep expertise in sales analytics within a consumer financial services context, strong leadership capabilities, and a consultative approach to influence business strategy and execution. They thrive in emerging spaces, bring structure to ambiguity, and deliver high-impact analytics solutions. 

Key responsibilities:

  • Lead Analytics Strategy: Serve as a strategic partner to senior leadership, translating complex data into clear narratives. Define and execute the vision for sales & advice operations analytics, aligning with business goals and priorities. 

  • Team Leadership: Hire, manage and mentor a team of analysts, fostering a culture of curiosity, collaboration, and continuous learning. Set performance goals and manage the team in alignment with HR policies.

  • Stakeholder Engagement: Serve as a trusted advisor to marketing and business leaders, influence and inform strategy and planning decision making.

  • Performance Measurement & Optimization: Oversee the development of measurement frameworks, dashboards, and KPIs to evaluate sales and product effectiveness across channels.

  • Advanced Analytics: Apply statistical modeling, machine learning, and experimentation (e.g., A/B testing) to improve targeting, personalization, and ROI. Collaborate with COE teams to enhance predictive capabilities and automation.

  • Data Infrastructure: Collaborate with data engineering and IT to ensure scalable, secure, and accessible data pipelines and tools.

  • Innovation & Trends: Stay current on analytics trends, tools, and technologies, and champion their adoption where appropriate.

Qualifications

  • 10+ years experience in Analytics with progressive leadership

  • Experience leading teams in Sales Analytics

  • Expert level executive level stakeholder management and presentation

Special Factors

Sponsorship

Vanguard is 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

A/B Testing
Machine Learning
Statistical Modeling

Vanguard Charlotte, North Carolina, USA Office

Two North Falls Plaza, Charlotte, NC, United States, 28217

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