Senior Manager, Forecasting Analytics – Personal Investor

Senior Manager, Forecasting Analytics – Personal Investor

We are seeking a strategic and results-driven Senior Manager to lead Forecasting Analytics for the Personal Investor business. This leader will build and develop a high-performing team responsible for delivering accurate, actionable forecasts of key PI metrics. The scope of this role spans macro-level, top-down forecasting, as well as detailed, bottoms-up forecasts across distribution channels to inform business planning and decision-making.

Success in this role requires a blend of deep technical expertise and exceptional stakeholder management skills. The Senior Manager will collaborate closely across PI business, PI Analytics, PI Finance, and our AWM partners to drive forecasting excellence in support of growth strategies and cross‑divisional alignment.

Location:

Charlotte, NC. Compensation range: $120,000 – $151,000.

• Hire, evaluate, and supervise crew. Provide guidance and training to develop crew. Set performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
• Oversee a team of advanced data analysts as they work with key stakeholders to understand business strategy, questions and goals. Provide sponsorship and subject‑matter expertise to ensure the successful completion of a portfolio of strategic data projects.
• Lead team of analysts as they deliver presentations that translate analytic insights into tangible, actionable solutions for business partners to implement. Provide expert consulting to create recommendations that incorporate an understanding of both the business unit’s operational goals and the analytics skills, tools, data and processes to achieve them. Present findings to senior leadership.
• Collect, analyze, and communicate statistics related to daily business operations. Use findings to develop processes, procedures, and workflows to improve operational effectiveness.
• Develop and maintain strong internal and external relationships to manage cross‑departmental and cross‑divisional data projects and coordinate the resolution of operational problems and issues.
• Assist in developing short and long‑term initiatives for the department to align with business strategies. Participate in business planning activities and develop budgets to determine feasibility and resource needs.
• Support team’s continuous development to advance their technical skillsets, and to stay informed of industry innovations in analytics and tools.
• Define internal and/or external suite of products and custom and scalable analyses to meet stakeholders’ needs for information and insights. Research and apply industry best practices and market trends.
• Participate in special projects and perform other duties as assigned.

• Minimum of eight years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

None specified.

Vanguard is not offering visa sponsorship for this position.

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.

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.