Senior Strategy Analyst, Goal Setting - Financial Advisor Services (FAS)

Vanguard • Malvern, PA

7d • Hybrid

About The Position

As the Senior Strategy Analyst for Goal Setting within Vanguard’s Financial Advisor Services (FAS) business, you will support the annual sales goal-setting process that translates business strategy into measurable expectations for sales teams. The role helps ensure goals are analytically grounded, consistently governed, and understood across incentive-compensated roles, supporting performance, accountability, and alignment with Vanguard’s mission.

You will work with Distribution Strategy, Finance, Sales leadership, and other internal partners to connect enterprise, divisional, and channel-level priorities to practical goals for advisor-facing teams. You will also document goal-setting assumptions, methodologies, decisions, and approvals; monitor progress and identify trends or outliers; and provide insights to leaders evaluating goal effectiveness and future goal-setting cycles.

Vanguard uses a hybrid working model for the majority of its crew members, combining flexibility with in-person learning, collaboration, and connection. Vanguard is not offering visa sponsorship for this position.

Requirements

• At least 5 years of experience in sales strategy, compensation goal setting, distribution planning, finance, analytics, or a related function within asset management, wealth management, or financial services.
• Strong analytical skills, including experience conducting forecasting analysis and using performance data, business assumptions, and projections to develop recommendations.
• Ability to synthesize quantitative and qualitative inputs into clear goal-setting narratives, options, and decision-ready materials.
• Ability to operate in a matrixed environment and partner effectively with Sales, Finance, HR, Legal, Data & Analytics, and Distribution Strategy teams.
• Excellent communication skills and attention to detail, including the ability to create accurate, executive-ready materials and explain goal-setting methodologies clearly.

Responsibilities

• Support development of annual sales goals grounded in business priorities, historical performance, planned investments, and growth expectations.
• Partner with Distribution Strategy, Finance, Sales leadership, and other internal partners to translate enterprise, divisional, and channel-level priorities into practical goals for advisor-facing teams.
• Maintain documentation of assumptions, methodologies, decisions, and approvals to support transparency, consistency, and auditability throughout the goal-setting process.
• Track progress against goals, identify trends or outliers, and produce insights to help leaders evaluate goal effectiveness and inform future goal-setting cycles.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed