Strategic Data Analyst, Wealth Management Exec Analytics

Vanguard; Scottsdale (AZ); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Vanguard seeks a Data Analyst, Specialist to join the Executive Analytics team, partnering with Wealth Management leadership to deliver data-driven insights and executive reporting. You will lead complex analytical initiatives, develop self-service analytics, and present data stories to senior leaders.

The role offers a hybrid schedule (in-office Tue–Thu) with coordination across multiple HQ and regional offices, and opportunities to influence strategic priorities through automation and

Qualifications

• Bachelor’s degree or equivalent combination of training and experience required.
• Graduate degree preferred.
• Demonstrated experience leading complex analytical projects and delivering actionable recommendations to business stakeholders.
• Experience developing executive-facing reporting, dashboards, scorecards, and presentations.

Responsibilities

• Understand strategic objectives and reporting needs with business leaders.
• Translate questions into structured analytical approaches and lead projects end-to-end.
• Provide analytics guidance and best practices across cross-functional initiatives.
• Acquire, validate, and analyze data from multiple sources to ensure quality and reliability.
• Perform advanced analyses to identify trends, risks, opportunities, and insights for decision-making.
• Develop and maintain executive reporting, dashboards, and performance metrics for Wealth Management leadership.
• Create data-driven presentations and stories translating findings into business recommendations.
• Support monthly leadership reporting and ad hoc executive requests.
• Contribute to self-service analytics design to improve scalability and accessibility.
• Validate methodologies and outputs ensuring data governance standards.
• Mentor analysts and participate in Vanguard’s analytics community.

Skills

Analytical thinking

Problem-solving

Communication skills

Written communication

Education

Bachelor's degree or equivalent

Graduate degree preferred

Tools

SQL

Tableau

Power BI

Alteryx

Python

R

Excel

Job description

Vanguard seeks a Data Analyst, Specialist to join the Executive Analytics team, partnering with Wealth Management leadership to deliver data-driven insights and executive reporting. You will lead complex analytical initiatives, develop self-service analytics, and present data stories to senior leaders.

The role offers a hybrid schedule (in-office Tue–Thu) with coordination across multiple HQ and regional offices, and opportunities to influence strategic priorities through automation and