Director, Data and Analytics, Advice & Wealth Management

Director, Data and Analytics, Advice & Wealth Management

Join to apply for the Director, Data and Analytics, Advice & Wealth Management role at Vanguard
. Vanguard is scaling a modern, data‑driven Advice & Wealth Management business—pairing our unmatched brand trust with focused leadership, clearer ownership across product/digital/tech/ops, and a relentless client experience agenda. With $1T in operations, we aim to double the AUM by 2030.

Location:

Charlotte, NC
Salary: $–$

• Determine and oversee the AWM strategy and program for the adoption and implementation of divisional analytics tools. Develop and maintain strategic plans to ensure data, tools and approaches meet evolving business demands. Leverage AWM and enterprise‑wide analytics and data capabilities; identify gaps, then propose and implement solutions.
• Develop strong partnerships with business partners to establish efficient analytics and business intelligence tools, frameworks, and capabilities. Educate business leaders about self‑service tools and provide support for teams as they stand up internal functions.
• Partner and consult with senior management to deliver AWM‑level analytical insights and metrics on Vanguard's strategy and client base. Deliver the leadership dashboard with KPIs that help inform actionable insights and strategic direction.
• Hire, build and scale teams with expertise in advanced analytics, data engineering, analytics consulting, and business acumen. Oversee training strategy to foster development of analytical acumen for crew and leaders across Vanguard. Set performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
• Stay ahead of industry, market, and company trends. Ensure that Vanguard's use of analytics tools is scalable and sustainable. Serve as a leader of Vanguard's analytics community and contribute to expertise. Represent Vanguard in external industry events and proactively form external relationships to bring in new ideas, technology, and talent.
• Participate in the development of the AWM budget, including the identification of technology investments and budget allocation to support these tools. Review expenses and ensure unit operates within budgetary guidelines.

• 10+ years of experience in data and analytics, with deep knowledge of the financial services sector.
• Experience building and leading teams of Data Analysts and Researchers within a global matrix organization.
• Deep expertise in data platforms (cloud‑native, distributed computing, data lakes/warehouses, streaming), APIs, MCPs and metadata management.
• Familiarity with AI/ML model development, deployment and advanced analytics integration into production systems for clients and advisor teams.
• Proficient understanding and shaping data governance best practices across a complex organization. Energized to partner with data owners to clean or enhance data to ensure a scalable analytics foundation and tooling can be built.
• Demonstrated intellectual curiosity and desire for continuous improvement.
• Strong communication and stakeholder management skills.

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.