Jobs

Business Strategy Analyst - Advice and Wealth Management
Charlotte, NC; Malvern, PA; Scottsdale, AZ
·
On-site
·
Full-time
·
2w ago
Benefits & Perks
•Flexible Hours
•Flexible Hours
Required Skills
Business analysis
Strategic analysis
Data analysis
Communication
The Advice and Wealth Management (AWM) division and Competitive Intelligence team is seeking candidates who can bring structure to complex problems and use objective, rigorous analysts to drive toward the right answers to AWM's most pressing strategy questions. In this role you'll shape insights, influence decisions, and help AWM grow and extend the Vanguard effect - advancing our mission to give all investors the best chance for investment success.
Responsibilities:
- Develops and leads complex business strategic, competitive, and product analyses. Consults independently define the business problem, issues, and planned approach for research and analyses. Leads work planning and business problem diagnosis, coaching less experienced business strategy analysts in best practices and building business acumen.
- Synthesizes analyses, key findings, and potential solutions into actionable recommendations. Works with senior managers in the business to prepare and deliver materials, including presentations, white papers, case studies, etc.
- Interprets and analyzes highly complex data using business acumen in order to derive key insights. Verifies the quality, accuracy, and reasonableness of the data. Displays, organizes, and crafts data into a compelling storyline with actionable insight for the business.
- Stays abreast of industry, market, and business competitive trends. Supports efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommends new and enhanced capabilities and services.
- Participates in special projects and performs other duties as assigned.
Qualifications:
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- Minimum of five years related work experience.
- Strong knowledge of the Advice & Wealth Management (AWM) industry, including evolving client needs, competitive dynamics, and key market trends. Direct experience contributing to or developing business strategy is strongly preferred.
- Proven ability to break down complex problems through structured quantitative and qualitative analysis. Experience in delivering clear, data-driven insights that inform strategic decisions. Experience with market research, competitive intelligence, or building business cases is preferred.
- Exceptional written and verbal communication skills, with the ability to translate complex analytical findings into concise, well-structured presentations, memos, and narratives suitable for senior audiences.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
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.
How We Work:
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.
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About Vanguard
Reviews
3.4
3 reviews
Work Life Balance
2.5
Compensation
3.2
Culture
2.8
Career
3.5
Management
3.0
45%
Recommend to a Friend
Pros
Competitive compensation package with bonuses
Good foundation for career development
Interesting programs aligned with education
Cons
Long commute requirements (2.5 hours)
Mandatory on-site presence multiple days
Pay below industry standards
Salary Ranges
1,532 data points
Junior/L3
Junior/L3 · Client Relationship Associate
529 reports
$60,018
total / year
Base
$55,076
Stock
-
Bonus
$4,942
$46,375
$78,763
Interview Experience
3 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Interview Process
1
Application Review
2
Recruiter/HR Phone Screen
3
Technical/Case Study Round
4
Final Round Interview
5
Offer
Common Questions
Behavioral/STAR
Technical Knowledge
Case Study
Past Experience
Culture Fit
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