Head of Competitive Intelligence, Personal Wealth

Vanguard; Charlotte (NC); On-site; USD 120,000 - 160,000; Full time

Job summary

Vanguard is seeking a Head of Competitive Intelligence in Charlotte, NC. This high-impact role involves building and leading a new function to enhance the organization's understanding of the competitive landscape. You will be responsible for developing research strategies, engaging with senior stakeholders, and synthesizing insights to inform strategic decisions. Ideal candidates will have 8+ years of experience in competitive intelligence or corporate strategy and a graduate degree such as an MBA. This position does not offer visa sponsorship.

Qualifications

• 8 or more years of work experience.
• Experience in competitive intelligence or corporate strategy preferred.
• Graduate degree preferred (MBA, Masters in Market Research, Psychology, or Marketing).

Responsibilities

• Lead a new competitive intelligence function for Personal Wealth.
• Develop the research and insight strategy for Personal Wealth.
• Engage senior stakeholders to strengthen competitive acumen.
• Synthesize intelligence and industry trends for strategic decision-making.
• Maintain expertise across the financial services competitive landscape.
• Manage budgets and vendors for quality deliverables.
• Connect signals across projects to surface broader trends.

Skills

Competitive intelligence

Corporate strategy

Research methodologies

Team leadership

Education

Undergraduate degree

Graduate degree (MBA or similar)

Job description

Vanguard Personal Wealth is building something new. As Head of Competitive Intelligence, you will stand up a dedicated function from scratch — bringing rigor, consistency, and strategic focus to how we understand our competitive landscape. This is a high-impact role at the core of Personal Wealth strategy: ensuring our leadership team has the external perspective needed to set direction, benchmark performance, and raise competitive acumen across the entire organization. If you want to build something that matters, this is it.

Responsibilities

• Stand up and lead a new competitive intelligence function for Personal Wealth — defining the operating model, research agenda, and analytical standards from the ground up
• Develop and own the research and insight strategy for Personal Wealth, informing strategic direction across business areas
• Engage and influence senior internal stakeholders to strengthen competitive acumen and translate intelligence into strategic action
• Synthesize competitive intelligence and broad industry trends to inform decisions on strategy, offer design, pricing, and positioning; share findings and best practices across business lines
• Set direction and coach team on innovative research methodologies; maintain subject matter expertise across the financial services competitive landscape
• Participate in the development and execution of business plan initiatives; manage budgets and vendors to ensure quality and completeness of deliverables
• Connect signals across projects and programs to surface broader trends; elevate key findings to senior leadership as needed
• Participate in special projects and perform other duties as assigned
• Hire, evaluate, and supervise a team of competitive intelligence researchers; set performance standards and develop crew in accordance with HR policies

Qualifications

• 8 or more years of work experience
• Experience in competitive intelligence or corporate strategy preferred
• Undergraduate degree or equivalent combination of training and experience; graduate degree preferred (MBA, Masters in Market Research, Psychology, or Marketing)

Sponsorship

Vanguard is not offering visa sponsorship for this position.