Business Strategy Analyst - Advice and Wealth Management

Vanguard•Malvern, PA

3d•Hybrid

About The Position

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.

Requirements

Undergraduate degree or equivalent combination of training and experience.
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.
Proven ability to break down complex problems through structured quantitative and qualitative analysis.
Experience in delivering clear, data‑driven insights that inform strategic decisions.
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.

Nice To Haves

Graduate degree preferred.
Direct experience contributing to or developing business strategy is strongly preferred.
Experience with market research, competitive intelligence, or building business cases is preferred.

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.