Lead Data Analyst: Growth & Retention Strategy + AI/ML

Vanguard; Malvern (Chester County); On-site; USD 120,000 - 170,000; Full time

Job summary

Vanguard is seeking an experienced analytics professional to drive growth and retention for Personal Wealth. You will own core metrics, perform driver analysis, and build predictive models, partnering with Client Segment leaders across Cash Flow, Retention, and Forecasting.

You will mentor analysts, develop scalable reporting, and present insights to senior leadership. The role emphasizes collaboration, mentorship, and applying AI/ML techniques to business problems.

Qualifications

• Expert-level SQL with experience building, validating, and maintaining complex queries and datasets used for executive reporting and analysis.
• Strong Tableau skills, including designing intuitive, business-ready dashboards and translating complex data into clear, actionable insights.
• Advanced Python experience for analysis, modeling, and automation (e.g., pandas, NumPy, stats/ML libraries).
• Proven data science skillset, including driver and root-cause analysis, time-series forecasting and trend analysis, segmentation and exploratory modeling, applying AI/ML techniques to real business problems.
• Ability to partner closely with business stakeholders to translate ambiguous questions into structured analyses and clear recommendations.
• Minimum of 8 years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Responsibilities

• Engages with internal partners to understand business strategy, questions and goals. Translates requirements into an analytical project approach and leads complex projects through completion.
• Acquires and compiles structured and unstructured data and verifies quality. Develops data quality standards and measurement tools.
• Performs analyses of data from multiple sources to surface trends using advanced methods and ML techniques.
• Prepares and delivers expert visualizations and presentations translating insights into actionable solutions for senior leaders.
• Develops and manages recurring analytic or reporting processes and mentors analysts on visualization best practices.
• Mentors analytics talent and contributes to the analytics community through training and seminars.
• Participates in special projects and other duties as assigned.

Skills

SQL

Tableau

Python

Data science

Stakeholder collaboration

Time-series forecasting

Education

Bachelor’s degree or equivalent

Graduate degree preferred

Job description

Vanguard is seeking an experienced analytics professional to drive growth and retention for Personal Wealth. You will own core metrics, perform driver analysis, and build predictive models, partnering with Client Segment leaders across Cash Flow, Retention, and Forecasting.

You will mentor analysts, develop scalable reporting, and present insights to senior leadership. The role emphasizes collaboration, mentorship, and applying AI/ML techniques to business problems.