Strategic Lead, Forecasting and Metrics Analytics

Vanguard; Charlotte (NC); On-site; USD 100,000 - 130,000; Full time

Job summary

Vanguard is seeking a Strategic Lead, Forecasting and Metrics Analytics in Charlotte, North Carolina, to drive enterprise-level forecasting and performance measurement for our Financial Advisor Services (FAS) business. You will partner with senior leaders to translate complex data into actionable insights that inform business strategies.

This role requires a Master’s degree or PhD in a quantitative field, 5+ years of analytics experience, and proficiency in forecasting tools. You will mentor analysts and lead high-impact initiatives crucial to organizational success.

Qualifications

• Master’s degree or PhD in a quantitative STEM field preferred, or equivalent substantial industry experience.
• 5+ years of relevant modeling/forecasting or analytics experience.
• Deep expertise in advanced analytics, statistical modeling, and forecasting methodologies.

Responsibilities

• Serve as a strategic analytics partner to senior leaders.
• Lead complex analytical initiatives from problem definition through executive delivery.
• Develop forecasting models and performance metrics.

Skills

Advanced analytics

Statistical modeling

Forecasting methodologies

Data visualization

Storytelling

Education

Master’s degree or PhD in a quantitative STEM field

Tools

Prophet or comparable forecasting tools

Job description

Analyzes data, assesses trends and develops actionable insights and recommendations in support of enterprise-wide strategic business initiatives. Develops the analytics community at Vanguard by coaching others internally and participating in external events.

We are seeking a Strategic Lead, Forecasting and Metrics Analytics to drive enterprise-level forecasting, performance measurement, and strategic insight generation to support our Financial Advisor Services (FAS) business. This role partners closely with senior leaders to translate complex financial and digital data into forward-looking intelligence that informs business strategy, goal setting, and execution.

Financial Advisor Services (FAS) delivers investment products and services—including ETFs and mutual funds—to financial advisors across broker‑dealers, asset managers, banks, registered investment advisors, and insurance companies. FAS enables advisors to better serve their clients by providing data‑driven insights that strengthen relationships and accelerate business results.

What You'll Do

• Serve as a strategic analytics partner to senior leaders, shaping forecasting, metrics, and performance measurement approaches aligned to enterprise priorities.
• Lead complex, high‑impact analytical initiatives from problem definition through executive delivery.
• Develop forecasting models, performance metrics, and scenario analyses that support strategic planning and goal setting.
• Translate sophisticated analytical outputs into concise executive narratives, visualizations, and recommendations.
• Ensure analytical rigor by validating methodologies, assumptions, and results across teams.
• Establish and oversee recurring reporting and insight‑generation processes that support ongoing leadership decision‑making.
• Set standards for data quality and analytical excellence; lead efforts to improve data reliability and usability.
• Mentor and guide analysts, strengthening analytics capabilities and best practices across the organization.
• Monitor emerging analytics trends, tools, and external best practices to continuously elevate insight generation.

Required Experience

• Master’s degree or PhD in a quantitative STEM field preferred, or equivalent substantial industry experience.
• 5+ years of relevant modeling/forecasting or analytics experience, or a combination of advanced academic work and industry experience.
• Deep expertise in advanced analytics, statistical modeling, and forecasting methodologies.
• Demonstrated ability to influence senior stakeholders through data‑driven insights and executive communication.
• Strong experience working with financial and digital data to inform strategic decisions.
• Proficiency in data visualization and storytelling to translate complexity into clarity.
• Experience with forecasting tools and techniques, including Prophet or comparable solutions.
• Strategic mindset with the ability to prioritize work based on business impact.

Sponsorship

Vanguard is not offering visa sponsorship for this position.